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Ellevest Inc’s NuScale Power SMR Stock Holding History

Ellevest Inc’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
2022
Q4 		– Sell
-24
Closed – – 1951
2022
Q3 		$0 Buy
+24
New +$315 ﹤0.01% 1845

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ellevest Inc's SMR Position: Q4 2022 in Review

Ellevest Inc sold out of NuScale Power (SMR) in Q4 2022, closing a stake of 24 shares.

Ellevest Inc first reported a position in SMR in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 103 funds tracked by Wall St. Rank hold SMR as of Q4 2022.

  • Ellevest Inc reported no remaining NuScale Power position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 24 NuScale Power shares in Q4 2022.
  • Ellevest Inc first reported a position in NuScale Power in Q3 2022 and held it in 1 quarter.
  • Ellevest Inc's NuScale Power position peaked at $0 in Q3 2022.
  • 103 funds tracked by Wall St. Rank held NuScale Power as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.