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AJ Wealth Strategies’s NVIDIA NVDA Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$3.29M Buy
77,800
+3,180
+4% +$106K 0.16% 68
2023
Q1 		$2.07M Buy
74,620
+1,160
+2% +$25.1K 0.11% 86
2022
Q4 		$1.07M Buy
73,460
+15,470
+27% +$227K 0.06% 130
2022
Q3 		$704K Buy
57,990
+5,470
+10% +$86.5K 0.04% 155
2022
Q2 		$796K Buy
52,520
+10,140
+24% +$191K 0.04% 147
2022
Q1 		$1.16M Buy
42,380
+700
+2% +$17.6K 0.06% 126
2021
Q4 		$1.23M Buy
41,680
+680
+2% +$18.7K 0.06% 125
2021
Q3 		$849K Buy
41,000
+1,840
+5% +$38.2K 0.05% 145
2021
Q2 		$783K Buy
39,160
+1,160
+3% +$18.6K 0.05% 144
2021
Q1 		$507K Buy
+38,000
New +$511K 0.04% 162

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AJ Wealth Strategies's NVDA Position: Q2 2023 in Review

AJ Wealth Strategies increased its NVIDIA (NVDA) stake by 4.3% in Q2 2023, buying an estimated $106K and bringing the position to 77,800 shares worth $3.29M. The position accounts for 0.16% of the portfolio, ranked #68.

AJ Wealth Strategies first reported a position in NVDA in Q1 2021 and has held it in 10 quarters since. 3,562 funds tracked by Wall St. Rank hold NVDA as of Q2 2023.

  • AJ Wealth Strategies held 77,800 shares of NVIDIA worth $3.29M as of Q2 2023.
  • AJ Wealth Strategies bought 3,180 NVIDIA shares in Q2 2023, an estimated $106K.
  • NVIDIA made up 0.16% of AJ Wealth Strategies's portfolio in Q2 2023, its #68 holding.
  • AJ Wealth Strategies first reported a position in NVIDIA in Q1 2021 and has held it in 10 quarters since.
  • 3,562 funds tracked by Wall St. Rank held NVIDIA as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.