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Essex Private Wealth Management’s NuScale Power SMR Stock Holding History

Essex Private Wealth 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
2024
Q3 		– Sell
-10,000
Closed -$117K – 35
2024
Q2 		$117K Hold
10,000
– – 0.3% 32
2024
Q1 		$53.1K Hold
10,000
– – 0.15% 33
2023
Q4 		$32.9K Buy
+10,000
New +$35.5K 0.1% 28

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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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Private Wealth Management's SMR Position: Q3 2024 in Review

Essex Private Wealth Management sold out of NuScale Power (SMR) in Q3 2024, closing a stake of 10,000 shares — an estimated $117K sold.

Essex Private Wealth Management first reported a position in SMR in Q4 2023 and held it in 3 quarters. The position peaked at $117K in Q2 2024. 205 funds tracked by Wall St. Rank hold SMR as of Q3 2024.

  • Essex Private Wealth Management reported no remaining NuScale Power position as of Q3 2024 after selling out during the quarter.
  • Essex Private Wealth Management sold 10,000 NuScale Power shares in Q3 2024, an estimated $117K.
  • Essex Private Wealth Management first reported a position in NuScale Power in Q4 2023 and held it in 3 quarters.
  • Essex Private Wealth Management's NuScale Power position peaked at $117K in Q2 2024.
  • 205 funds tracked by Wall St. Rank held NuScale Power as of Q3 2024.

Based on Essex Private Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.