TCI Wealth Advisors’s Energy Fuels UUUU Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-200	Closed	-$1.12K	–	2139
2023 Q1	$1.12K	Buy	+200	New	+$1.3K	﹤0.01%	2090
2022 Q4	–	Sell	-57	Closed	–	–	2656
2022 Q3	$0	Buy	+57	New	+$364	﹤0.01%	2600
2022 Q2	–	Sell	-568	Closed	-$5K	–	2528
2022 Q1	$5K	Hold	568	–	–	﹤0.01%	1610
2021 Q4	$4K	Hold	568	–	–	﹤0.01%	1912
2021 Q3	$4K	Buy	568 +119	+27%	+$678	﹤0.01%	1829
2021 Q2	$3K	Buy	449 +88	+24%	+$540	﹤0.01%	1864
2021 Q1	$2K	Buy	+361	New	+$1.85K	﹤0.01%	1914

Other funds holding UUUU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCI Wealth Advisors's UUUU Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Energy Fuels (UUUU) in Q2 2023, closing a stake of 200 shares — an estimated $1.12K sold.

TCI Wealth Advisors first reported a position in UUUU in Q1 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 156 funds tracked by Wall St. Rank hold UUUU as of Q2 2023.

TCI Wealth Advisors reported no remaining Energy Fuels position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 200 Energy Fuels shares in Q2 2023, an estimated $1.12K.
TCI Wealth Advisors first reported a position in Energy Fuels in Q1 2021 and held it in 7 quarters.
TCI Wealth Advisors's Energy Fuels position peaked at $5K in Q1 2022.
156 funds tracked by Wall St. Rank held Energy Fuels as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.