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Resurgent Financial Advisors’s NuScale Power SMR Stock Holding History

Resurgent Financial 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
Q2 		– Sell
-14,800
Closed -$78.6K – 202
2024
Q1 		$78.6K Buy
14,800
+7,400
+100% +$26.6K 0.04% 188
2023
Q4 		$24.3K Buy
+7,400
New +$26.3K 0.01% 455

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 $83.9B AUM 60.43% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Resurgent Financial Advisors's SMR Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of NuScale Power (SMR) in Q2 2024, closing a stake of 14,800 shares — an estimated $78.6K sold.

Resurgent Financial Advisors first reported a position in SMR in Q4 2023 and held it in 2 quarters. The position peaked at $78.6K in Q1 2024. 179 funds tracked by Wall St. Rank hold SMR as of Q2 2024.

  • Resurgent Financial Advisors reported no remaining NuScale Power position as of Q2 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 14,800 NuScale Power shares in Q2 2024, an estimated $78.6K.
  • Resurgent Financial Advisors first reported a position in NuScale Power in Q4 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's NuScale Power position peaked at $78.6K in Q1 2024.
  • 179 funds tracked by Wall St. Rank held NuScale Power as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.