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Valeo Financial Advisors’s Energy Fuels UUUU Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-100
Closed -$1K – 1764
2021
Q1 		$1K Buy
+100
New +$511 ﹤0.01% 1952
2018
Q4 		– Sell
-591
Closed -$2K – 1729
2018
Q3 		$2K Hold
591
– – ﹤0.01% 1522
2018
Q2 		$2K Buy
+591
New +$1.17K ﹤0.01% 1386

Other funds holding UUUU

BlackRock
BlackRock New York $5.72T 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 $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's UUUU Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Energy Fuels (UUUU) in Q2 2021, closing a stake of 100 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in UUUU in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 147 funds tracked by Wall St. Rank hold UUUU as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Energy Fuels position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 Energy Fuels shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Energy Fuels in Q2 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Energy Fuels position peaked at $2K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held Energy Fuels as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.