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CFO4Life Group’s NuScale Power SMR Stock Holding History

CFO4Life Group’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
Q2 		– Sell
-10,240
Closed -$54.4K – 218
2024
Q1 		$54.4K Hold
10,240
– – 0.01% 198
2023
Q4 		$33.7K Hold
10,240
– – 0.01% 183
2023
Q3 		$50.2K Hold
10,240
– – 0.01% 170
2023
Q2 		$69.6K Hold
10,240
– – 0.01% 178
2023
Q1 		$93.1K Hold
10,240
– – 0.02% 160
2022
Q4 		$105K Hold
10,240
– – 0.02% 173
2022
Q3 		$120K Hold
10,240
– – 0.03% 142
2022
Q2 		$105K Buy
+10,240
New +$102K 0.03% 143

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return