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American Portfolios Advisors’s NuScale Power SMR Stock Holding History

American Portfolios Advisors’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.17K Hold
100
– – ﹤0.01% 3245
2022
Q2 		$999 Buy
+100
New +$1K ﹤0.01% 3275

Other funds holding SMR

GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Portfolios Advisors's SMR Position: Q3 2022 in Review

American Portfolios Advisors held its NuScale Power (SMR) position steady in Q3 2022 at 100 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

American Portfolios Advisors first reported a position in SMR in Q2 2022 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold SMR as of Q3 2022.

  • American Portfolios Advisors held 100 shares of NuScale Power worth $1.17K as of Q3 2022.
  • American Portfolios Advisors left its NuScale Power share count unchanged in Q3 2022.
  • NuScale Power made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3245 holding.
  • American Portfolios Advisors first reported a position in NuScale Power in Q2 2022 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held NuScale Power as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.