Zimmermann Investment Management & Planning’s Global X Uranium ETF URA Stock Holding History

Zimmermann Investment Management & Planning’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 Q4	–	Sell	-13,426	Closed	-$384K	–	125
2024 Q3	$384K	Sell	13,426 -3,096	-19%	-$83.1K	0.12%	98
2024 Q2	$478K	Buy	16,522 +1,065	+7%	+$32.4K	0.16%	82
2024 Q1	$446K	Buy	+15,457	New	+$447K	0.16%	88

Other funds holding URA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Zimmermann Investment Management & Planning's URA Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Global X Uranium ETF (URA) in Q4 2024, closing a stake of 13,426 shares — an estimated $384K sold.

Zimmermann Investment Management & Planning first reported a position in URA in Q1 2024 and held it in 3 quarters. The position peaked at $478K in Q2 2024. 372 funds tracked by Wall St. Rank hold URA as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Global X Uranium ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 13,426 Global X Uranium ETF shares in Q4 2024, an estimated $384K.
Zimmermann Investment Management & Planning first reported a position in Global X Uranium ETF in Q1 2024 and held it in 3 quarters.
Zimmermann Investment Management & Planning's Global X Uranium ETF position peaked at $478K in Q2 2024.
372 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.