Aevitas Wealth Management’s NVIDIA NVDA Stock Holding History

Aevitas 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
2022 Q4	$372K	Sell	25,440 -20,020	-44%	-$294K	0.22%	84
2022 Q3	$552K	Sell	45,460 -7,070	-13%	-$112K	0.41%	61
2022 Q2	$796K	Sell	52,530 -200	-0.4%	-$3.77K	0.54%	53
2022 Q1	$1.44M	Buy	52,730 +6,430	+14%	+$161K	0.88%	34
2021 Q4	$1.36M	Buy	46,300 +19,150	+71%	+$527K	0.81%	36
2021 Q3	$562K	Buy	+27,150	New	+$564K	0.36%	70
2018 Q4	–	Sell	-12,160	Closed	-$85K	–	441
2018 Q3	$85K	Buy	12,160 +12,000	+7,500%	+$78K	0.08%	153
2018 Q2	$1K	Hold	160	–	–	﹤0.01%	412
2018 Q1	$1K	Hold	160	–	–	﹤0.01%	433
2017 Q4	$1K	Buy	+160	New	+$795	﹤0.01%	426

Other funds holding NVDA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Aevitas Wealth Management's NVDA Position: Q4 2022 in Review

Aevitas Wealth Management reduced its NVIDIA (NVDA) stake by 44% in Q4 2022, selling an estimated $294K and leaving 25,440 shares worth $372K. The position accounts for 0.22% of the portfolio, ranked #84.

Aevitas Wealth Management first reported a position in NVDA in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.44M in Q1 2022. 2,896 funds tracked by Wall St. Rank hold NVDA as of Q4 2022.

Aevitas Wealth Management held 25,440 shares of NVIDIA worth $372K as of Q4 2022.
Aevitas Wealth Management sold 20,020 NVIDIA shares in Q4 2022, an estimated $294K.
NVIDIA made up 0.22% of Aevitas Wealth Management's portfolio in Q4 2022, its #84 holding.
Aevitas Wealth Management first reported a position in NVIDIA in Q4 2017 and has held it in 10 quarters since.
Aevitas Wealth Management's NVIDIA position peaked at $1.44M in Q1 2022.
2,896 funds tracked by Wall St. Rank held NVIDIA as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.