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TCI Wealth Advisors’s NuScale Power SMR Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-20
Closed -$182 – 1934
2023
Q1 		$182 Buy
20
+10
+100% +$100 ﹤0.01% 2348
2022
Q4 		$103 Hold
10
– – ﹤0.01% 2400
2022
Q3 		$0 Buy
+10
New +$131 ﹤0.01% 2554

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCI Wealth Advisors's SMR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of NuScale Power (SMR) in Q2 2023, closing a stake of 20 shares — an estimated $182 sold.

TCI Wealth Advisors first reported a position in SMR in Q3 2022 and held it in 3 quarters. The position peaked at $182 in Q1 2023. 117 funds tracked by Wall St. Rank hold SMR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining NuScale Power position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 20 NuScale Power shares in Q2 2023, an estimated $182.
  • TCI Wealth Advisors first reported a position in NuScale Power in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's NuScale Power position peaked at $182 in Q1 2023.
  • 117 funds tracked by Wall St. Rank held NuScale Power as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.