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VisionPoint Advisory Group’s Global X Uranium ETF URA Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-32,003
Closed -$926K – 753
2024
Q2 		$926K Sell
32,003
-4,464
-12% -$136K 0.33% 78
2024
Q1 		$1.05M Buy
36,467
+36,349
+30,804% +$1.05M 0.38% 71
2023
Q4 		$3.27K Buy
+118
New +$3.24K ﹤0.01% 558

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VisionPoint Advisory Group's URA Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Global X Uranium ETF (URA) in Q3 2024, closing a stake of 32,003 shares — an estimated $926K sold.

VisionPoint Advisory Group first reported a position in URA in Q4 2023 and held it in 3 quarters. The position peaked at $1.05M in Q1 2024. 331 funds tracked by Wall St. Rank hold URA as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Global X Uranium ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 32,003 Global X Uranium ETF shares in Q3 2024, an estimated $926K.
  • VisionPoint Advisory Group first reported a position in Global X Uranium ETF in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Global X Uranium ETF position peaked at $1.05M in Q1 2024.
  • 331 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.