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Sugarloaf Wealth Management’s Energy Fuels UUUU Stock Holding History

Sugarloaf Wealth Management’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
2022
Q3 		– Sell
-500
Closed -$2K – 888
2022
Q2 		$2K Buy
+500
New +$3.54K ﹤0.01% 715
2022
Q1 		– Sell
-1,000
Closed -$8K – 762
2021
Q4 		$8K Buy
+1,000
New +$8.46K ﹤0.01% 543
2020
Q3 		– Sell
-2,000
Closed -$3K – 724
2020
Q2 		$3K Hold
2,000
– – ﹤0.01% 585
2020
Q1 		$2K Hold
2,000
– – ﹤0.01% 619
2019
Q4 		$4K Buy
+2,000
New +$3.94K ﹤0.01% 580

Other funds holding UUUU

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $248M AUM 65.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's UUUU Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Energy Fuels (UUUU) in Q3 2022, closing a stake of 500 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in UUUU in Q4 2019 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 157 funds tracked by Wall St. Rank hold UUUU as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining Energy Fuels position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 500 Energy Fuels shares in Q3 2022, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Energy Fuels in Q4 2019 and held it in 5 quarters.
  • Sugarloaf Wealth Management's Energy Fuels position peaked at $8K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held Energy Fuels as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.