Aris Wealth Services’s NVIDIA NVDA Stock Holding History

Aris Wealth 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
2015 Q3	$19K	Sell	31,360 -1,550,440	-98%	-$838K	0.04%	177
2015 Q2	$796K	Buy	1,581,800 +57,760	+4%	+$31.3K	0.73%	47
2015 Q1	$797K	Buy	1,524,040 +67,120	+5%	+$35.7K	0.74%	43
2014 Q4	$730K	Buy	1,456,920 +72,240	+5%	+$35.2K	0.81%	39
2014 Q3	$639K	Buy	1,384,680 +167,240	+14%	+$78.8K	0.79%	40
2014 Q2	$564K	Buy	1,217,440 +18,440	+2%	+$8.61K	0.74%	44
2014 Q1	$537K	Buy	1,199,000 +23,640	+2%	+$10.1K	0.79%	41
2013 Q4	$471K	Buy	1,175,360 +72,520	+7%	+$28.1K	0.79%	45
2013 Q3	$429K	Buy	1,102,840 +92,920	+9%	+$34.5K	0.79%	47
2013 Q2	$354K	Buy	+1,009,920	New	+$349K	0.76%	48

Other funds holding NVDA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAM

Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return

Aris Wealth Services's NVDA Position: Q3 2015 in Review

Aris Wealth Services reduced its NVIDIA (NVDA) stake by 98% in Q3 2015, selling an estimated $838K and leaving 31,360 shares worth $19K. The position accounts for 0.04% of the portfolio, ranked #177.

Aris Wealth Services first reported a position in NVDA in Q2 2013 and has held it in 10 quarters since. The position peaked at $797K in Q1 2015. 504 funds tracked by Wall St. Rank hold NVDA as of Q3 2015.

Aris Wealth Services held 31,360 shares of NVIDIA worth $19K as of Q3 2015.
Aris Wealth Services sold 1,550,440 NVIDIA shares in Q3 2015, an estimated $838K.
NVIDIA made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #177 holding.
Aris Wealth Services first reported a position in NVIDIA in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's NVIDIA position peaked at $797K in Q1 2015.
504 funds tracked by Wall St. Rank held NVIDIA as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.