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Summit Wealth Partners’s Energy Fuels UUUU Stock Holding History

Summit 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
2022
Q2 		– Sell
-17,432
Closed -$160K – 182
2022
Q1 		$160K Buy
+17,432
New +$136K 0.04% 163

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AA
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State Street
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Bank of New York Mellon
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SCM
Segra Capital Management Palm Beach, Florida $248M AUM 65.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Partners's UUUU Position: Q2 2022 in Review

Summit Wealth Partners sold out of Energy Fuels (UUUU) in Q2 2022, closing a stake of 17,432 shares — an estimated $160K sold.

Summit Wealth Partners first reported a position in UUUU in Q1 2022 and held it in 1 quarter. The position peaked at $160K in Q1 2022. 162 funds tracked by Wall St. Rank hold UUUU as of Q2 2022.

  • Summit Wealth Partners reported no remaining Energy Fuels position as of Q2 2022 after selling out during the quarter.
  • Summit Wealth Partners sold 17,432 Energy Fuels shares in Q2 2022, an estimated $160K.
  • Summit Wealth Partners first reported a position in Energy Fuels in Q1 2022 and held it in 1 quarter.
  • Summit Wealth Partners's Energy Fuels position peaked at $160K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Energy Fuels as of Q2 2022.

Based on Summit Wealth Partners's 13F filing for Q2 2022, filed 11 Sep 2024.