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Strategic Wealth Partners’s NexGen Energy NXE Stock Holding History

Strategic Wealth Partners’s Portfolio NXE Stock Details NXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-23,199
Closed -$83K – 282
2022
Q2 		$83K Buy
+23,199
New +$110K 0.02% 242

Other funds holding NXE

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
AWG
Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return

Strategic Wealth Partners's NXE Position: Q3 2022 in Review

Strategic Wealth Partners sold out of NexGen Energy (NXE) in Q3 2022, closing a stake of 23,199 shares — an estimated $83K sold.

Strategic Wealth Partners first reported a position in NXE in Q2 2022 and held it in 1 quarter. The position peaked at $83K in Q2 2022. 127 funds tracked by Wall St. Rank hold NXE as of Q3 2022.

  • Strategic Wealth Partners reported no remaining NexGen Energy position as of Q3 2022 after selling out during the quarter.
  • Strategic Wealth Partners sold 23,199 NexGen Energy shares in Q3 2022, an estimated $83K.
  • Strategic Wealth Partners first reported a position in NexGen Energy in Q2 2022 and held it in 1 quarter.
  • Strategic Wealth Partners's NexGen Energy position peaked at $83K in Q2 2022.
  • 127 funds tracked by Wall St. Rank held NexGen Energy as of Q3 2022.

Based on Strategic Wealth Partners's 13F filing for Q3 2022, filed 24 Apr 2023.