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Raymond James Financial Services Advisors’s NuScale Power SMR Stock Holding History

Raymond James Financial Services Advisors’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 		$362K Buy
31,225
+14,461
+86% +$148K ﹤0.01% 2845
2024
Q2 		$196K Buy
16,764
+6,148
+58% +$43.8K ﹤0.01% 3127
2024
Q1 		$56.4K Sell
10,616
-200
-2% -$718 ﹤0.01% 3285
2023
Q4 		$35.6K Buy
+10,816
New +$38.4K ﹤0.01% 3211

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 $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

Raymond James Financial Services Advisors's SMR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its NuScale Power (SMR) stake by 86% in Q3 2024, buying an estimated $148K and bringing the position to 31,225 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Raymond James Financial Services Advisors first reported a position in SMR in Q4 2023 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold SMR as of Q3 2024.

  • Raymond James Financial Services Advisors held 31,225 shares of NuScale Power worth $362K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 14,461 NuScale Power shares in Q3 2024, an estimated $148K.
  • NuScale Power made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2845 holding.
  • Raymond James Financial Services Advisors first reported a position in NuScale Power in Q4 2023 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held NuScale Power as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.