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Avior Wealth Management’s NuScale Power SMR Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-235
Closed -$4.21K – 2077
2024
Q4 		$4.21K Buy
+235
New +$4.85K ﹤0.01% 1921
2024
Q2 		– Sell
-10
Closed -$53 – 3514
2024
Q1 		$53 Buy
+10
New +$36 ﹤0.01% 3445

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's SMR Position: Q1 2025 in Review

Avior Wealth Management sold out of NuScale Power (SMR) in Q1 2025, closing a stake of 235 shares — an estimated $4.21K sold.

Avior Wealth Management first reported a position in SMR in Q1 2024 and held it in 2 quarters. The position peaked at $4.21K in Q4 2024. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

  • Avior Wealth Management reported no remaining NuScale Power position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 235 NuScale Power shares in Q1 2025, an estimated $4.21K.
  • Avior Wealth Management first reported a position in NuScale Power in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's NuScale Power position peaked at $4.21K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.