WR Wealth Planners’s Uranium Energy UEC Stock Holding History

WR Wealth Planners’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
2022 Q2	–	Sell	-3,438	Closed	-$15.8K	–	544
2022 Q1	$15.8K	Buy	+3,438	New	+$12.6K	0.01%	254

Other funds holding UEC

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SCM

Segra Capital Management Palm Beach, Florida $496M AUM 19.93% 1-Year Est. Return

WR Wealth Planners's UEC Position: Q2 2022 in Review

WR Wealth Planners sold out of Uranium Energy (UEC) in Q2 2022, closing a stake of 3,438 shares — an estimated $15.8K sold.

WR Wealth Planners first reported a position in UEC in Q1 2022 and held it in 1 quarter. The position peaked at $15.8K in Q1 2022. 175 funds tracked by Wall St. Rank hold UEC as of Q2 2022.

WR Wealth Planners reported no remaining Uranium Energy position as of Q2 2022 after selling out during the quarter.
WR Wealth Planners sold 3,438 Uranium Energy shares in Q2 2022, an estimated $15.8K.
WR Wealth Planners first reported a position in Uranium Energy in Q1 2022 and held it in 1 quarter.
WR Wealth Planners's Uranium Energy position peaked at $15.8K in Q1 2022.
175 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2022.

Based on WR Wealth Planners's 13F filing for Q2 2022, filed 17 Oct 2024.