Tradition Wealth Management’s Uranium Energy UEC Stock Holding History

Tradition 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
2024 Q1	–	Sell	-3,000	Closed	-$19K	–	1136
2023 Q4	$19K	Sell	3,000 -500	-14%	-$2.98K	﹤0.01%	860
2023 Q3	$18K	Sell	3,500 -4,500	-56%	-$18.3K	﹤0.01%	873
2023 Q2	$27K	Buy	8,000 +5,000	+167%	+$14.3K	﹤0.01%	807
2023 Q1	$9K	Buy	+3,000	New	+$10.9K	﹤0.01%	1037

Other funds holding UEC

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tradition Wealth Management's UEC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Uranium Energy (UEC) in Q1 2024, closing a stake of 3,000 shares — an estimated $19K sold.

Tradition Wealth Management first reported a position in UEC in Q1 2023 and held it in 4 quarters. The position peaked at $27K in Q2 2023. 283 funds tracked by Wall St. Rank hold UEC as of Q1 2024.

Tradition Wealth Management reported no remaining Uranium Energy position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,000 Uranium Energy shares in Q1 2024, an estimated $19K.
Tradition Wealth Management first reported a position in Uranium Energy in Q1 2023 and held it in 4 quarters.
Tradition Wealth Management's Uranium Energy position peaked at $27K in Q2 2023.
283 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.