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Williams Jones Wealth Management’s Uranium Energy UEC Stock Holding History

Williams Jones 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
Q4 		– Sell
-10,000
Closed -$62.1K – 540
2024
Q3 		$62.1K Buy
+10,000
New +$54.3K ﹤0.01% 524

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Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Williams Jones Wealth Management's UEC Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Uranium Energy (UEC) in Q4 2024, closing a stake of 10,000 shares — an estimated $62.1K sold.

Williams Jones Wealth Management first reported a position in UEC in Q3 2024 and held it in 1 quarter. The position peaked at $62.1K in Q3 2024. 334 funds tracked by Wall St. Rank hold UEC as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Uranium Energy position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 10,000 Uranium Energy shares in Q4 2024, an estimated $62.1K.
  • Williams Jones Wealth Management first reported a position in Uranium Energy in Q3 2024 and held it in 1 quarter.
  • Williams Jones Wealth Management's Uranium Energy position peaked at $62.1K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held Uranium Energy as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.