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Aspire Wealth Management’s NVIDIA NVDA Stock Holding History

Aspire 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
2024
Q3 		$388K Buy
3,196
+6
+0.2% +$709 0.21% 73
2024
Q2 		$394K Buy
3,190
+280
+10% +$28.3K 0.23% 70
2024
Q1 		$263K Buy
+2,910
New +$211K 0.16% 81

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspire Wealth Management's NVDA Position: Q3 2024 in Review

Aspire Wealth Management increased its NVIDIA (NVDA) stake by 0.19% in Q3 2024, buying an estimated $709 and bringing the position to 3,196 shares worth $388K. The position accounts for 0.21% of the portfolio, ranked #73.

Aspire Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 3 quarters since. The position peaked at $394K in Q2 2024. 4,618 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • Aspire Wealth Management held 3,196 shares of NVIDIA worth $388K as of Q3 2024.
  • Aspire Wealth Management bought 6 NVIDIA shares in Q3 2024, an estimated $709.
  • NVIDIA made up 0.21% of Aspire Wealth Management's portfolio in Q3 2024, its #73 holding.
  • Aspire Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 3 quarters since.
  • Aspire Wealth Management's NVIDIA position peaked at $394K in Q2 2024.
  • 4,618 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.