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Capital Performance Advisors’s NuScale Power SMR Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1,566
Closed -$18.1K – 2297
2024
Q3 		$18.1K Buy
+1,566
New +$16K 0.01% 634

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SCTC
Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Performance Advisors's SMR Position: Q4 2024 in Review

Capital Performance Advisors sold out of NuScale Power (SMR) in Q4 2024, closing a stake of 1,566 shares — an estimated $18.1K sold.

Capital Performance Advisors first reported a position in SMR in Q3 2024 and held it in 1 quarter. The position peaked at $18.1K in Q3 2024. 305 funds tracked by Wall St. Rank hold SMR as of Q4 2024.

  • Capital Performance Advisors reported no remaining NuScale Power position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,566 NuScale Power shares in Q4 2024, an estimated $18.1K.
  • Capital Performance Advisors first reported a position in NuScale Power in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's NuScale Power position peaked at $18.1K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held NuScale Power as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.