Valley National Advisers’s NuScale Power SMR Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-178	Closed	-$2K	–	1118
2023 Q2	$2K	Buy	+178	New	+$1.44K	﹤0.01%	819

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley National Advisers's SMR Position: Q3 2023 in Review

Valley National Advisers sold out of NuScale Power (SMR) in Q3 2023, closing a stake of 178 shares — an estimated $2K sold.

Valley National Advisers first reported a position in SMR in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 124 funds tracked by Wall St. Rank hold SMR as of Q3 2023.

Valley National Advisers reported no remaining NuScale Power position as of Q3 2023 after selling out during the quarter.
Valley National Advisers sold 178 NuScale Power shares in Q3 2023, an estimated $2K.
Valley National Advisers first reported a position in NuScale Power in Q2 2023 and held it in 1 quarter.
Valley National Advisers's NuScale Power position peaked at $2K in Q2 2023.
124 funds tracked by Wall St. Rank held NuScale Power as of Q3 2023.

Based on Valley National Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.