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Sugarloaf Wealth Management’s Cameco CCJ Stock Holding History

Sugarloaf Wealth Management’s Portfolio CCJ Stock Details CCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,524
Closed -$34.6K – 719
2022
Q4 		$34.6K Sell
1,524
-104
-6% -$2.45K 0.01% 332
2022
Q3 		$44K Sell
1,628
-1,000
-38% -$25.6K 0.01% 301
2022
Q2 		$55K Buy
2,628
+1
+0% +$25 0.01% 271
2022
Q1 		$76K Sell
2,627
-501
-16% -$11.8K 0.02% 225
2021
Q4 		$68K Buy
3,128
+3
+0.1% +$73 0.02% 247
2021
Q3 		$68K Sell
3,125
-4,000
-56% -$75.7K 0.02% 232
2021
Q2 		$137K Buy
7,125
+7,118
+101,686% +$134K 0.04% 153
2021
Q1 		$150 Sell
7
-11,244
-100% -$173K 0.04% 143
2020
Q4 		$151K Sell
11,251
-6,298
-36% -$67.3K 0.05% 133
2020
Q3 		$177K Hold
17,549
– – 0.06% 117
2020
Q2 		$180K Sell
17,549
-1,000
-5% -$9.99K 0.07% 116
2020
Q1 		$142K Buy
18,549
+1,209
+7% +$9.91K 0.06% 126
2019
Q4 		$154K Buy
+17,340
New +$160K 0.07% 138

Other funds holding CCJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Sugarloaf Wealth Management's CCJ Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Cameco (CCJ) in Q1 2023, closing a stake of 1,524 shares — an estimated $34.6K sold.

Sugarloaf Wealth Management first reported a position in CCJ in Q4 2019 and held it in 13 quarters. The position peaked at $180K in Q2 2020. 468 funds tracked by Wall St. Rank hold CCJ as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Cameco position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,524 Cameco shares in Q1 2023, an estimated $34.6K.
  • Sugarloaf Wealth Management first reported a position in Cameco in Q4 2019 and held it in 13 quarters.
  • Sugarloaf Wealth Management's Cameco position peaked at $180K in Q2 2020.
  • 468 funds tracked by Wall St. Rank held Cameco as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.