Annapolis Financial Services’s NVIDIA NVDA Stock Holding History

Annapolis Financial Services’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	$135K	Buy	1,111 +61	+6%	+$7.21K	0.04%	106
2024 Q2	$130K	Hold	1,050	–	–	0.04%	108
2024 Q1	$94.9K	Sell	1,050 -500	-32%	-$36.2K	0.03%	119
2023 Q4	$76.7K	Sell	1,550 -150	-9%	-$6.95K	0.02%	168
2023 Q3	$73.9K	Sell	1,700 -150	-8%	-$6.72K	0.02%	162
2023 Q2	$78.2K	Buy	1,850 +1,360	+278%	+$45.2K	0.02%	158
2023 Q1	$13.6K	Hold	490	–	–	﹤0.01%	285
2022 Q4	$7.16K	Sell	490 -910	-65%	-$13.3K	﹤0.01%	334
2022 Q3	$17K	Buy	1,400 +790	+130%	+$12.5K	0.01%	276
2022 Q2	$9K	Sell	610 -280	-31%	-$5.29K	﹤0.01%	299
2022 Q1	$25K	Buy	890 +280	+46%	+$7.02K	0.01%	240
2021 Q4	$18K	Hold	610	–	–	0.01%	270
2021 Q3	$13K	Buy	610 +10	+2%	+$208	﹤0.01%	274
2021 Q2	$12K	Hold	600	–	–	﹤0.01%	255
2021 Q1	$8K	Hold	600	–	–	﹤0.01%	274
2020 Q4	$8K	Buy	+600	New	+$8.03K	﹤0.01%	270

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Annapolis Financial Services's NVDA Position: Q3 2024 in Review

Annapolis Financial Services increased its NVIDIA (NVDA) stake by 5.8% in Q3 2024, buying an estimated $7.21K and bringing the position to 1,111 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #106.

Annapolis Financial Services first reported a position in NVDA in Q4 2020 and has held it in 16 quarters since. 4,618 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

Annapolis Financial Services held 1,111 shares of NVIDIA worth $135K as of Q3 2024.
Annapolis Financial Services bought 61 NVIDIA shares in Q3 2024, an estimated $7.21K.
NVIDIA made up 0.04% of Annapolis Financial Services's portfolio in Q3 2024, its #106 holding.
Annapolis Financial Services first reported a position in NVIDIA in Q4 2020 and has held it in 16 quarters since.
4,618 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.