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TCI Wealth Advisors’s Uranium Energy UEC Stock Holding History

TCI Wealth Advisors’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
2023
Q1 		– Sell
-1,117
Closed -$4.33K – 2641
2022
Q4 		$4.33K Sell
1,117
-780
-41% -$2.96K ﹤0.01% 1621
2022
Q3 		$7K Hold
1,897
– – ﹤0.01% 1297
2022
Q2 		$6K Hold
1,897
– – ﹤0.01% 1413
2022
Q1 		$9K Hold
1,897
– – ﹤0.01% 1200
2021
Q4 		$6K Buy
1,897
+783
+70% +$3.01K ﹤0.01% 1584
2021
Q3 		$3K Buy
1,114
+114
+11% +$286 ﹤0.01% 2021
2021
Q2 		$3K Buy
+1,000
New +$3.01K ﹤0.01% 1862

Other funds holding UEC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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 $299B AUM 28.69% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $128M AUM 65.61% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return