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V Wealth Advisors’s Global X Uranium ETF URA Stock Holding History

V Wealth Advisors’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-38,620
Closed -$419K – 336
2020
Q2 		$419K Buy
38,620
+400
+1% +$4.23K 0.11% 212
2020
Q1 		$333K Sell
38,220
-690
-2% -$6.84K 0.1% 202
2019
Q4 		$428K Hold
38,910
– – 0.15% 158
2019
Q3 		$428K Sell
38,910
-165
-0.4% -$1.82K 0.15% 158
2019
Q2 		$465K Sell
39,075
-700
-2% -$8.43K 0.18% 141
2019
Q1 		$475K Buy
39,775
+1,395
+4% +$17.4K 0.19% 129
2018
Q4 		$457K Buy
38,380
+1,253
+3% +$15.6K 0.23% 108
2018
Q3 		$497K Sell
37,127
-1,290
-3% -$16.5K 0.23% 112
2018
Q2 		$510K Buy
38,417
+3,967
+12% +$53.5K 0.29% 94
2018
Q1 		$409K Sell
34,450
-115
-0.3% -$1.57K 0.22% 116
2017
Q4 		$505K Buy
34,565
+1,565
+5% +$21.8K 0.25% 102
2017
Q3 		$447K Buy
33,000
+2,530
+8% +$34.9K 0.23% 105
2017
Q2 		$410K Buy
30,470
+12,743
+72% +$173K 0.19% 110
2017
Q1 		$278K Buy
17,727
+4,003
+29% +$65.4K 0.17% 137
2016
Q4 		$183K Buy
+13,724
New +$174K 0.13% 163

Other funds holding URA

HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

V Wealth Advisors's URA Position: Q3 2020 in Review

V Wealth Advisors sold out of Global X Uranium ETF (URA) in Q3 2020, closing a stake of 38,620 shares — an estimated $419K sold.

V Wealth Advisors first reported a position in URA in Q4 2016 and held it in 15 quarters. The position peaked at $510K in Q2 2018. 43 funds tracked by Wall St. Rank hold URA as of Q3 2020.

  • V Wealth Advisors reported no remaining Global X Uranium ETF position as of Q3 2020 after selling out during the quarter.
  • V Wealth Advisors sold 38,620 Global X Uranium ETF shares in Q3 2020, an estimated $419K.
  • V Wealth Advisors first reported a position in Global X Uranium ETF in Q4 2016 and held it in 15 quarters.
  • V Wealth Advisors's Global X Uranium ETF position peaked at $510K in Q2 2018.
  • 43 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.