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Stonebridge Financial Planning Group’s Energy Fuels UUUU Stock Holding History

Stonebridge Financial Planning Group’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
2020
Q3 		– Sell
-3,835
Closed -$6K – 406
2020
Q2 		$6K Hold
3,835
– – 0.01% 346
2020
Q1 		$5K Hold
3,835
– – 0.01% 364
2019
Q4 		$7K Buy
+3,835
New +$7.54K 0.01% 310

Other funds holding UUUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CU
CQS (US) New York $367M AUM 8.85% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Stonebridge Financial Planning Group's UUUU Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of Energy Fuels (UUUU) in Q3 2020, closing a stake of 3,835 shares — an estimated $6K sold.

Stonebridge Financial Planning Group first reported a position in UUUU in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 89 funds tracked by Wall St. Rank hold UUUU as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining Energy Fuels position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 3,835 Energy Fuels shares in Q3 2020, an estimated $6K.
  • Stonebridge Financial Planning Group first reported a position in Energy Fuels in Q4 2019 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Energy Fuels position peaked at $7K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held Energy Fuels as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.