Altium Wealth Management’s NVIDIA NVDA Stock Holding History

Altium 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 Q2	$5.32M	Buy	351,020 +53,940	+18%	+$1.02M	0.38%	37
2022 Q1	$8.11M	Buy	297,080 +67,720	+30%	+$1.7M	0.52%	30
2021 Q4	$6.75M	Buy	229,360 +16,750	+8%	+$461K	0.43%	32
2021 Q3	$4.4M	Buy	212,610 +6,490	+3%	+$135K	0.31%	35
2021 Q2	$4.12M	Buy	206,120 +8,280	+4%	+$133K	0.3%	39
2021 Q1	$2.64M	Buy	197,840 +18,080	+10%	+$243K	0.21%	54
2020 Q4	$2.35M	Buy	179,760 +19,520	+12%	+$261K	0.21%	55
2020 Q3	$2.17M	Buy	160,240 +16,600	+12%	+$193K	0.23%	51
2020 Q2	$1.36M	Buy	143,640 +44,040	+44%	+$356K	0.15%	73
2020 Q1	$656K	Buy	99,600 +40,320	+68%	+$254K	0.09%	115
2019 Q4	$349K	Buy	59,280 +7,440	+14%	+$38.7K	0.04%	203
2019 Q3	$226K	Hold	51,840	–	–	0.03%	251
2019 Q2	$213K	Sell	51,840 -11,880	-19%	-$49.2K	0.03%	257
2019 Q1	$286K	Buy	63,720 +3,640	+6%	+$14.1K	0.05%	218
2018 Q4	$201K	Sell	60,080 -38,360	-39%	-$184K	0.04%	243
2018 Q3	$692K	Buy	98,440 +44,880	+84%	+$292K	0.13%	118
2018 Q2	$317K	Buy	+53,560	New	+$325K	0.08%	170

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Altium Wealth Management's NVDA Position: Q2 2022 in Review

Altium Wealth Management increased its NVIDIA (NVDA) stake by 18% in Q2 2022, buying an estimated $1.02M and bringing the position to 351,020 shares worth $5.32M. The position accounts for 0.38% of the portfolio, ranked #37.

Altium Wealth Management first reported a position in NVDA in Q2 2018 and has held it in 17 quarters since. The position peaked at $8.11M in Q1 2022. 2,825 funds tracked by Wall St. Rank hold NVDA as of Q2 2022.

Altium Wealth Management held 351,020 shares of NVIDIA worth $5.32M as of Q2 2022.
Altium Wealth Management bought 53,940 NVIDIA shares in Q2 2022, an estimated $1.02M.
NVIDIA made up 0.38% of Altium Wealth Management's portfolio in Q2 2022, its #37 holding.
Altium Wealth Management first reported a position in NVIDIA in Q2 2018 and has held it in 17 quarters since.
Altium Wealth Management's NVIDIA position peaked at $8.11M in Q1 2022.
2,825 funds tracked by Wall St. Rank held NVIDIA as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.