SWM
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Sugarloaf Wealth Management’s NuScale Power SMR Stock Holding History

Sugarloaf Wealth 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
Q4 		– Sell
-100
Closed -$1.16K – 712
2024
Q3 		$1.16K Hold
100
– – ﹤0.01% 635
2024
Q2 		$1.17K Buy
+100
New +$712 ﹤0.01% 608

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sugarloaf Wealth Management's SMR Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of NuScale Power (SMR) in Q4 2024, closing a stake of 100 shares — an estimated $1.16K sold.

Sugarloaf Wealth Management first reported a position in SMR in Q2 2024 and held it in 2 quarters. The position peaked at $1.17K in Q2 2024. 305 funds tracked by Wall St. Rank hold SMR as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining NuScale Power position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 NuScale Power shares in Q4 2024, an estimated $1.16K.
  • Sugarloaf Wealth Management first reported a position in NuScale Power in Q2 2024 and held it in 2 quarters.
  • Sugarloaf Wealth Management's NuScale Power position peaked at $1.17K in Q2 2024.
  • 305 funds tracked by Wall St. Rank held NuScale Power as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.