AWA
NVDA icon

ARS Wealth Advisors’s NVIDIA NVDA Stock Holding History

ARS Wealth 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
2021
Q2 		$664K Sell
33,200
-8,000
-19% -$128K 0.12% 66
2021
Q1 		$550K Buy
41,200
+13,200
+47% +$177K 0.12% 67
2020
Q4 		$366K Buy
+28,000
New +$375K 0.08% 86

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ARS Wealth Advisors's NVDA Position: Q2 2021 in Review

ARS Wealth Advisors reduced its NVIDIA (NVDA) stake by 19% in Q2 2021, selling an estimated $128K and leaving 33,200 shares worth $664K. The position accounts for 0.12% of the portfolio, ranked #66.

ARS Wealth Advisors first reported a position in NVDA in Q4 2020 and has held it in 3 quarters since. 2,514 funds tracked by Wall St. Rank hold NVDA as of Q2 2021.

  • ARS Wealth Advisors held 33,200 shares of NVIDIA worth $664K as of Q2 2021.
  • ARS Wealth Advisors sold 8,000 NVIDIA shares in Q2 2021, an estimated $128K.
  • NVIDIA made up 0.12% of ARS Wealth Advisors's portfolio in Q2 2021, its #66 holding.
  • ARS Wealth Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 3 quarters since.
  • 2,514 funds tracked by Wall St. Rank held NVIDIA as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.