AFM
NVDA icon

Andesa Financial Management’s NVIDIA NVDA Stock Holding History

Andesa Financial 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
2023
Q1 		– Sell
-25,100
Closed -$367K – 141
2022
Q4 		$367K Buy
25,100
+3,000
+14% +$44K 0.2% 95
2022
Q3 		$267K Sell
22,100
-2,720
-11% -$43K 0.09% 128
2022
Q2 		$376K Buy
24,820
+710
+3% +$13.4K 0.24% 83
2022
Q1 		$658K Buy
24,110
+1,870
+8% +$46.9K 0.35% 67
2021
Q4 		$654K Sell
22,240
-4,700
-17% -$129K 0.32% 73
2021
Q3 		$556K Buy
26,940
+900
+3% +$18.7K 0.3% 75
2021
Q2 		$520K Sell
26,040
-200
-0.8% -$3.21K 0.16% 92
2021
Q1 		$350K Buy
26,240
+600
+2% +$8.06K 0.11% 110
2020
Q4 		$336K Sell
25,640
-2,240
-8% -$30K 0.22% 92
2020
Q3 		$377K Buy
27,880
+1,160
+4% +$13.5K 0.16% 104
2020
Q2 		$254K Buy
+26,720
New +$216K 0.23% 92

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Andesa Financial Management's NVDA Position: Q1 2023 in Review

Andesa Financial Management sold out of NVIDIA (NVDA) in Q1 2023, closing a stake of 25,100 shares — an estimated $367K sold.

Andesa Financial Management first reported a position in NVDA in Q2 2020 and held it in 11 quarters. The position peaked at $658K in Q1 2022. 3,236 funds tracked by Wall St. Rank hold NVDA as of Q1 2023.

  • Andesa Financial Management reported no remaining NVIDIA position as of Q1 2023 after selling out during the quarter.
  • Andesa Financial Management sold 25,100 NVIDIA shares in Q1 2023, an estimated $367K.
  • Andesa Financial Management first reported a position in NVIDIA in Q2 2020 and held it in 11 quarters.
  • Andesa Financial Management's NVIDIA position peaked at $658K in Q1 2022.
  • 3,236 funds tracked by Wall St. Rank held NVIDIA as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.