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Alera Investment Advisors’s NVIDIA NVDA Stock Holding History

Alera Investment Advisors’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 		$8.89M Buy
73,222
+18,254
+33% +$2.16M 1.04% 25
2024
Q2 		$6.79M Buy
54,968
+16,638
+43% +$1.68M 0.82% 29
2024
Q1 		$3.46M Buy
38,330
+1,960
+5% +$142K 0.47% 24
2023
Q4 		$1.8M Buy
36,370
+410
+1% +$19K 0.24% 30
2023
Q3 		$1.56M Buy
35,960
+250
+0.7% +$11.2K 0.26% 29
2023
Q2 		$1.51M Buy
35,710
+13,460
+60% +$447K 0.33% 30
2023
Q1 		$618K Buy
22,250
+330
+2% +$7.14K 0.14% 89
2022
Q4 		$320K Buy
21,920
+1,380
+7% +$20.2K 0.08% 142
2022
Q3 		$249K Sell
20,540
-4,180
-17% -$66.1K 0.07% 154
2022
Q2 		$375K Sell
24,720
-400
-2% -$7.55K 0.1% 128
2022
Q1 		$685K Buy
+25,120
New +$630K 0.16% 90
2019
Q2 		– Sell
-10,280
Closed -$46K – 693
2019
Q1 		$46K Buy
10,280
+1,240
+14% +$4.81K 0.02% 174
2018
Q4 		$30K Buy
+9,040
New +$43.2K 0.02% 230

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

Alera Investment Advisors's NVDA Position: Q3 2024 in Review

Alera Investment Advisors increased its NVIDIA (NVDA) stake by 33% in Q3 2024, buying an estimated $2.16M and bringing the position to 73,222 shares worth $8.89M. The position accounts for 1.04% of the portfolio, ranked #25.

Alera Investment Advisors first reported a position in NVDA in Q4 2018 and has held it in 13 quarters since. 4,619 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • Alera Investment Advisors held 73,222 shares of NVIDIA worth $8.89M as of Q3 2024.
  • Alera Investment Advisors bought 18,254 NVIDIA shares in Q3 2024, an estimated $2.16M.
  • NVIDIA made up 1.04% of Alera Investment Advisors's portfolio in Q3 2024, its #25 holding.
  • Alera Investment Advisors first reported a position in NVIDIA in Q4 2018 and has held it in 13 quarters since.
  • 4,619 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.