Advisory Services & Investments’s NVIDIA NVDA Stock Holding History

Advisory Services & Investments’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	$487K	Buy	4,013 +13	+0.3%	+$1.54K	0.33%	28
2024 Q2	$494K	Sell	4,000 -1,000	-20%	-$101K	0.34%	29
2024 Q1	$452K	Hold	5,000	–	–	0.31%	29
2023 Q4	$248K	Hold	5,000	–	–	0.18%	30
2023 Q3	$217K	Hold	5,000	–	–	0.19%	28
2023 Q2	$212K	Buy	+5,000	New	+$166K	0.17%	33

Other funds holding NVDA

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Services & Investments's NVDA Position: Q3 2024 in Review

Advisory Services & Investments increased its NVIDIA (NVDA) stake by 0.33% in Q3 2024, buying an estimated $1.54K and bringing the position to 4,013 shares worth $487K. The position accounts for 0.33% of the portfolio, ranked #28.

Advisory Services & Investments first reported a position in NVDA in Q2 2023 and has held it in 6 quarters since. The position peaked at $494K in Q2 2024. 4,626 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

Advisory Services & Investments held 4,013 shares of NVIDIA worth $487K as of Q3 2024.
Advisory Services & Investments bought 13 NVIDIA shares in Q3 2024, an estimated $1.54K.
NVIDIA made up 0.33% of Advisory Services & Investments's portfolio in Q3 2024, its #28 holding.
Advisory Services & Investments first reported a position in NVIDIA in Q2 2023 and has held it in 6 quarters since.
Advisory Services & Investments's NVIDIA position peaked at $494K in Q2 2024.
4,626 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Advisory Services & Investments's 13F filing for Q3 2024, filed 12 Nov 2024.