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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 $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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

CFO4Life Group's SMR Position: Q2 2024 in Review

CFO4Life Group sold out of NuScale Power (SMR) in Q2 2024, closing a stake of 10,240 shares — an estimated $54.4K sold.

CFO4Life Group first reported a position in SMR in Q2 2022 and held it in 8 quarters. The position peaked at $120K in Q3 2022. 179 funds tracked by Wall St. Rank hold SMR as of Q2 2024.

  • CFO4Life Group reported no remaining NuScale Power position as of Q2 2024 after selling out during the quarter.
  • CFO4Life Group sold 10,240 NuScale Power shares in Q2 2024, an estimated $54.4K.
  • CFO4Life Group first reported a position in NuScale Power in Q2 2022 and held it in 8 quarters.
  • CFO4Life Group's NuScale Power position peaked at $120K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held NuScale Power as of Q2 2024.

Based on CFO4Life Group's 13F filing for Q2 2024, filed 31 Jul 2024.