Institutional & Family Asset Management’s NuScale Power SMR Stock Holding History

Institutional & Family Asset 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 Q2	$5.34K	Hold	457	–	–	﹤0.01%	490
2024 Q1	$2.42K	Sell	457 -1,500	-77%	-$5.38K	﹤0.01%	562
2023 Q4	$6.44K	Buy	1,957 +1,100	+128%	+$3.91K	﹤0.01%	451
2023 Q3	$4.2K	Buy	857 +100	+13%	+$659	﹤0.01%	485
2023 Q2	$5.14K	Hold	757	–	–	﹤0.01%	476
2023 Q1	$6.88K	Buy	757 +300	+66%	+$3.01K	﹤0.01%	425
2022 Q4	$4.68K	Hold	457	–	–	﹤0.01%	481
2022 Q3	$5K	Hold	457	–	–	﹤0.01%	493
2022 Q2	$5K	Buy	+457	New	+$4.57K	﹤0.01%	501

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Institutional & Family Asset Management's SMR Position: Q2 2024 in Review

Institutional & Family Asset Management held its NuScale Power (SMR) position steady in Q2 2024 at 457 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Institutional & Family Asset Management first reported a position in SMR in Q2 2022 and has held it in 9 quarters since. The position peaked at $6.88K in Q1 2023. 179 funds tracked by Wall St. Rank hold SMR as of Q2 2024.

Institutional & Family Asset Management held 457 shares of NuScale Power worth $5.34K as of Q2 2024.
Institutional & Family Asset Management left its NuScale Power share count unchanged in Q2 2024.
NuScale Power made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #490 holding.
Institutional & Family Asset Management first reported a position in NuScale Power in Q2 2022 and has held it in 9 quarters since.
Institutional & Family Asset Management's NuScale Power position peaked at $6.88K in Q1 2023.
179 funds tracked by Wall St. Rank held NuScale Power as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.