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Simplicity Wealth’s Sprott Uranium Miners ETF URNM Stock Holding History

Simplicity Wealth’s Portfolio URNM Stock Details URNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-86,740
Closed -$4.27M – 1168
2024
Q2 		$4.27M Sell
86,740
-41,813
-33% -$2.21M 0.1% 209
2024
Q1 		$6.34M Buy
+128,553
New +$6.57M 0.15% 137

Other funds holding URNM

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $245M AUM 141.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KC
Kadensa Capital Central, Hong Kong $718M AUM 38.33% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return

Simplicity Wealth's URNM Position: Q3 2024 in Review

Simplicity Wealth sold out of Sprott Uranium Miners ETF (URNM) in Q3 2024, closing a stake of 86,740 shares — an estimated $4.27M sold.

Simplicity Wealth first reported a position in URNM in Q1 2024 and held it in 2 quarters. The position peaked at $6.34M in Q1 2024. 182 funds tracked by Wall St. Rank hold URNM as of Q3 2024.

  • Simplicity Wealth reported no remaining Sprott Uranium Miners ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 86,740 Sprott Uranium Miners ETF shares in Q3 2024, an estimated $4.27M.
  • Simplicity Wealth first reported a position in Sprott Uranium Miners ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Sprott Uranium Miners ETF position peaked at $6.34M in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.