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Sheets Smith Wealth Management’s Global X Uranium ETF URA Stock Holding History

Sheets Smith Wealth Management’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-371
Closed -$10K – 487
2023
Q3 		$10K Buy
+371
New +$8.72K ﹤0.01% 452

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sheets Smith Wealth Management's URA Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Global X Uranium ETF (URA) in Q4 2023, closing a stake of 371 shares — an estimated $10K sold.

Sheets Smith Wealth Management first reported a position in URA in Q3 2023 and held it in 1 quarter. The position peaked at $10K in Q3 2023. 293 funds tracked by Wall St. Rank hold URA as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Global X Uranium ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 371 Global X Uranium ETF shares in Q4 2023, an estimated $10K.
  • Sheets Smith Wealth Management first reported a position in Global X Uranium ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Global X Uranium ETF position peaked at $10K in Q3 2023.
  • 293 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.