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Stephens Consulting’s Sprott Uranium Miners ETF URNM Stock Holding History

Stephens Consulting’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
2023
Q2 		– Sell
-81
Closed -$2.54K – 529
2023
Q1 		$2.54K Buy
+81
New +$2.71K ﹤0.01% 444

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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
SAM
Silphium Asset Management London, United Kingdom $264M AUM 19.59% 1-Year Est. Return

Stephens Consulting's URNM Position: Q2 2023 in Review

Stephens Consulting sold out of Sprott Uranium Miners ETF (URNM) in Q2 2023, closing a stake of 81 shares — an estimated $2.54K sold.

Stephens Consulting first reported a position in URNM in Q1 2023 and held it in 1 quarter. The position peaked at $2.54K in Q1 2023. 111 funds tracked by Wall St. Rank hold URNM as of Q2 2023.

  • Stephens Consulting reported no remaining Sprott Uranium Miners ETF position as of Q2 2023 after selling out during the quarter.
  • Stephens Consulting sold 81 Sprott Uranium Miners ETF shares in Q2 2023, an estimated $2.54K.
  • Stephens Consulting first reported a position in Sprott Uranium Miners ETF in Q1 2023 and held it in 1 quarter.
  • Stephens Consulting's Sprott Uranium Miners ETF position peaked at $2.54K in Q1 2023.
  • 111 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q2 2023.

Based on Stephens Consulting's 13F filing for Q2 2023, filed 21 Jul 2023.