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Belpointe Asset Management’s NuScale Power SMR Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-611
Closed -$5.55K – 2946
2023
Q1 		$5.55K Buy
611
+326
+114% +$3.27K ﹤0.01% 2966
2022
Q4 		$2.92K Buy
+285
New +$3.16K ﹤0.01% 3130

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Belpointe Asset Management's SMR Position: Q2 2023 in Review

Belpointe Asset Management sold out of NuScale Power (SMR) in Q2 2023, closing a stake of 611 shares — an estimated $5.55K sold.

Belpointe Asset Management first reported a position in SMR in Q4 2022 and held it in 2 quarters. The position peaked at $5.55K in Q1 2023. 117 funds tracked by Wall St. Rank hold SMR as of Q2 2023.

  • Belpointe Asset Management reported no remaining NuScale Power position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 611 NuScale Power shares in Q2 2023, an estimated $5.55K.
  • Belpointe Asset Management first reported a position in NuScale Power in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's NuScale Power position peaked at $5.55K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held NuScale Power as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.