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Sugarloaf Wealth Management’s Uranium Energy UEC Stock Holding History

Sugarloaf Wealth Management’s Portfolio UEC Stock Details UEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,000
Closed -$3K – 805
2021
Q2 		$3K Buy
+1,000
New +$3.01K ﹤0.01% 659

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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 57.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sugarloaf Wealth Management's UEC Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of Uranium Energy (UEC) in Q3 2021, closing a stake of 1,000 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in UEC in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 148 funds tracked by Wall St. Rank hold UEC as of Q3 2021.

  • Sugarloaf Wealth Management reported no remaining Uranium Energy position as of Q3 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,000 Uranium Energy shares in Q3 2021, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Uranium Energy in Q2 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Uranium Energy position peaked at $3K in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.