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Rockbridge Investment Management’s Energy Fuels UUUU Stock Holding History

Rockbridge Investment Management’s Portfolio UUUU Stock Details UUUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$3.6K – 598
2023
Q4 		$3.6K Buy
+500
New +$3.87K ﹤0.01% 502

Other funds holding UUUU

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Rockbridge Investment Management's UUUU Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Energy Fuels (UUUU) in Q1 2024, closing a stake of 500 shares — an estimated $3.6K sold.

Rockbridge Investment Management first reported a position in UUUU in Q4 2023 and held it in 1 quarter. The position peaked at $3.6K in Q4 2023. 186 funds tracked by Wall St. Rank hold UUUU as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Energy Fuels position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 500 Energy Fuels shares in Q1 2024, an estimated $3.6K.
  • Rockbridge Investment Management first reported a position in Energy Fuels in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Energy Fuels position peaked at $3.6K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Energy Fuels as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.