Atlas Financial Advisors’s NVIDIA NVDA Stock Holding History

Atlas Financial 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
2024 Q4	$417K	Buy	3,102 +78	+3%	+$10.8K	0.65%	24
2024 Q3	$367K	Buy	3,024 +135	+5%	+$15.9K	0.58%	24
2024 Q2	$357K	Sell	2,889 -241	-8%	-$24.4K	0.59%	22
2024 Q1	$283K	Buy	+3,130	New	+$227K	0.44%	26
2023 Q4	–	Sell	-5,920	Closed	-$258K	–	38
2023 Q3	$258K	Buy	+5,920	New	+$265K	0.2%	38

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Financial Advisors's NVDA Position: Q4 2024 in Review

Atlas Financial Advisors increased its NVIDIA (NVDA) stake by 2.6% in Q4 2024, buying an estimated $10.8K and bringing the position to 3,102 shares worth $417K. The position accounts for 0.65% of the portfolio, ranked #24.

Atlas Financial Advisors first reported a position in NVDA in Q3 2023 and has held it in 5 quarters since. 5,193 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

Atlas Financial Advisors held 3,102 shares of NVIDIA worth $417K as of Q4 2024.
Atlas Financial Advisors bought 78 NVIDIA shares in Q4 2024, an estimated $10.8K.
NVIDIA made up 0.65% of Atlas Financial Advisors's portfolio in Q4 2024, its #24 holding.
Atlas Financial Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 5 quarters since.
5,193 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.