WR Wealth Planners’s Centrus Energy LEU Stock Holding History

WR Wealth Planners’s Portfolio LEU Stock Details LEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1	Closed	-$57	–	561
2023 Q3	$57	Buy	+1	New	+$43	﹤0.01%	901

Other funds holding LEU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WR Wealth Planners's LEU Position: Q4 2023 in Review

WR Wealth Planners sold out of Centrus Energy (LEU) in Q4 2023, closing a stake of 1 share — an estimated $57 sold.

WR Wealth Planners first reported a position in LEU in Q3 2023 and held it in 1 quarter. The position peaked at $57 in Q3 2023. 128 funds tracked by Wall St. Rank hold LEU as of Q4 2023.

WR Wealth Planners reported no remaining Centrus Energy position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 1 Centrus Energy share in Q4 2023, an estimated $57.
WR Wealth Planners first reported a position in Centrus Energy in Q3 2023 and held it in 1 quarter.
WR Wealth Planners's Centrus Energy position peaked at $57 in Q3 2023.
128 funds tracked by Wall St. Rank held Centrus Energy as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.