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Simplicity Wealth’s NuScale Power SMR Stock Holding History

Simplicity Wealth’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
-13,613
Closed -$159K – 1090
2024
Q2 		$159K Buy
+13,613
New +$97K ﹤0.01% 1135

Other funds holding SMR

Vanguard Group
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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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $276B AUM 44.8% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Simplicity Wealth's SMR Position: Q3 2024 in Review

Simplicity Wealth sold out of NuScale Power (SMR) in Q3 2024, closing a stake of 13,613 shares — an estimated $159K sold.

Simplicity Wealth first reported a position in SMR in Q2 2024 and held it in 1 quarter. The position peaked at $159K in Q2 2024. 205 funds tracked by Wall St. Rank hold SMR as of Q3 2024.

  • Simplicity Wealth reported no remaining NuScale Power position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 13,613 NuScale Power shares in Q3 2024, an estimated $159K.
  • Simplicity Wealth first reported a position in NuScale Power in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's NuScale Power position peaked at $159K in Q2 2024.
  • 205 funds tracked by Wall St. Rank held NuScale Power as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.