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Wagner Wealth Management (South Carolina)’s NuScale Power SMR Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-110
Closed -$1K – 627
2022
Q3 		$1K Buy
+110
New +$1.45K ﹤0.01% 663

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SCP
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Macquarie Group
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SMR Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of NuScale Power (SMR) in Q4 2022, closing a stake of 110 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in SMR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 103 funds tracked by Wall St. Rank hold SMR as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining NuScale Power position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 110 NuScale Power shares in Q4 2022, an estimated $1K.
  • Wagner Wealth Management (South Carolina) first reported a position in NuScale Power in Q3 2022 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s NuScale Power position peaked at $1K in Q3 2022.
  • 103 funds tracked by Wall St. Rank held NuScale Power as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.