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Stratos Wealth Partners’s Energy Fuels UUUU Stock Holding History

Stratos Wealth Partners’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
2023
Q4 		– Sell
-13,320
Closed -$109K – 1426
2023
Q3 		$109K Buy
13,320
+560
+4% +$3.85K ﹤0.01% 1226
2023
Q2 		$79.6K Buy
+12,760
New +$75K ﹤0.01% 1159

Other funds holding UUUU

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's UUUU Position: Q4 2023 in Review

Stratos Wealth Partners sold out of Energy Fuels (UUUU) in Q4 2023, closing a stake of 13,320 shares — an estimated $109K sold.

Stratos Wealth Partners first reported a position in UUUU in Q2 2023 and held it in 2 quarters. The position peaked at $109K in Q3 2023. 188 funds tracked by Wall St. Rank hold UUUU as of Q4 2023.

  • Stratos Wealth Partners reported no remaining Energy Fuels position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 13,320 Energy Fuels shares in Q4 2023, an estimated $109K.
  • Stratos Wealth Partners first reported a position in Energy Fuels in Q2 2023 and held it in 2 quarters.
  • Stratos Wealth Partners's Energy Fuels position peaked at $109K in Q3 2023.
  • 188 funds tracked by Wall St. Rank held Energy Fuels as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.