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WealthPlan Investment Management’s NuScale Power SMR Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-550
Closed -$5K – 451
2023
Q1 		$5K Buy
+550
New +$5.52K ﹤0.01% 370

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's SMR Position: Q2 2023 in Review

WealthPlan Investment Management sold out of NuScale Power (SMR) in Q2 2023, closing a stake of 550 shares — an estimated $5K sold.

WealthPlan Investment Management first reported a position in SMR in Q1 2023 and held it in 1 quarter. The position peaked at $5K in Q1 2023. 117 funds tracked by Wall St. Rank hold SMR as of Q2 2023.

  • WealthPlan Investment Management reported no remaining NuScale Power position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 550 NuScale Power shares in Q2 2023, an estimated $5K.
  • WealthPlan Investment Management first reported a position in NuScale Power in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's NuScale Power position peaked at $5K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held NuScale Power as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.