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9258 Wealth Management’s NVIDIA NVDA Stock Holding History

9258 Wealth Management’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$51.2M Buy
421,697
+2,496
+0.6% +$295K 7.57% 1
2024
Q2 		$51.8M Sell
419,201
-379
-0.1% -$38.3K 7.97% 1
2024
Q1 		$37.9M Sell
419,580
-390
-0.1% -$28.3K 5.9% 1
2023
Q4 		$20.8M Buy
419,970
+1,120
+0.3% +$51.9K 3.66% 2
2023
Q3 		$18.2M Sell
418,850
-1,900
-0.5% -$85.1K 3.54% 3
2023
Q2 		$17.8M Sell
420,750
-1,060
-0.3% -$35.2K 3.35% 3
2023
Q1 		$11.7M Sell
421,810
-830
-0.2% -$18K 2.37% 10
2022
Q4 		$6.18M Sell
422,640
-6,000
-1% -$88K 1.34% 20
2022
Q3 		$5.2M Sell
428,640
-11,850
-3% -$187K 1.33% 16
2022
Q2 		$6.68M Buy
440,490
+20,170
+5% +$381K 1.71% 9
2022
Q1 		$11.5M Sell
420,320
-5,800
-1% -$145K 2.66% 6
2021
Q4 		$12.5M Sell
426,120
-5,210
-1% -$143K 2.87% 6
2021
Q3 		$8.94M Buy
431,330
+970
+0.2% +$20.1K 2.39% 7
2021
Q2 		$8.61M Sell
430,360
-94,120
-18% -$1.51M 2.32% 7
2021
Q1 		$7M Buy
524,480
+102,160
+24% +$1.37M 2.1% 8
2020
Q4 		$5.51M Buy
422,320
+320
+0.1% +$4.28K 1.8% 9
2020
Q3 		$5.29M Sell
422,000
-39,800
-9% -$463K 2% 9
2020
Q2 		$4.39M Sell
461,800
-1,920
-0.4% -$15.5K 1.78% 9
2020
Q1 		$3.44M Buy
463,720
+8,080
+2% +$51K 1.51% 9
2019
Q4 		$2.68M Buy
455,640
+4,280
+0.9% +$22.3K 0.98% 15
2019
Q3 		$1.96M Buy
451,360
+440
+0.1% +$1.85K 1.53% 9
2019
Q2 		$1.85M Sell
450,920
-19,840
-4% -$82.2K 1.49% 9
2019
Q1 		$2.11M Buy
470,760
+21,000
+5% +$81.5K 1.8% 6
2018
Q4 		$1.5M Buy
+449,760
New +$2.15M 1.45% 11

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

9258 Wealth Management's NVDA Position: Q3 2024 in Review

9258 Wealth Management increased its NVIDIA (NVDA) stake by 0.6% in Q3 2024, buying an estimated $295K and bringing the position to 421,697 shares worth $51.2M. The position accounts for 7.57% of the portfolio, ranked #1.

9258 Wealth Management first reported a position in NVDA in Q4 2018 and has held it in 24 quarters since. The position peaked at $51.8M in Q2 2024. 4,618 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • 9258 Wealth Management held 421,697 shares of NVIDIA worth $51.2M as of Q3 2024.
  • 9258 Wealth Management bought 2,496 NVIDIA shares in Q3 2024, an estimated $295K.
  • NVIDIA made up 7.57% of 9258 Wealth Management's portfolio in Q3 2024, its #1 holding.
  • 9258 Wealth Management first reported a position in NVIDIA in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's NVIDIA position peaked at $51.8M in Q2 2024.
  • 4,618 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.