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Life Planning Partners’s NuScale Power SMR Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-354
Closed -$1.17K – 209
2023
Q4 		$1.17K Buy
+354
New +$1.26K ﹤0.01% 229

Other funds holding SMR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 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 $2.9T AUM 29.55% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Life Planning Partners's SMR Position: Q1 2024 in Review

Life Planning Partners sold out of NuScale Power (SMR) in Q1 2024, closing a stake of 354 shares — an estimated $1.17K sold.

Life Planning Partners first reported a position in SMR in Q4 2023 and held it in 1 quarter. The position peaked at $1.17K in Q4 2023. 134 funds tracked by Wall St. Rank hold SMR as of Q1 2024.

  • Life Planning Partners reported no remaining NuScale Power position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 354 NuScale Power shares in Q1 2024, an estimated $1.17K.
  • Life Planning Partners first reported a position in NuScale Power in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's NuScale Power position peaked at $1.17K in Q4 2023.
  • 134 funds tracked by Wall St. Rank held NuScale Power as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.