Atlas Private Wealth Management’s NVIDIA NVDA Stock Holding History

Atlas Private 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 Q1	$567K	Sell	6,270 -250	-4%	-$18.1K	0.24%	91
2023 Q4	$323K	Hold	6,520	–	–	0.15%	99
2023 Q3	$284K	Buy	+6,520	New	+$292K	0.15%	101
2021 Q2	–	Sell	-1,000	Closed	-$13K	–	288
2021 Q1	$13K	Hold	1,000	–	–	0.01%	288
2020 Q4	$13K	Hold	1,000	–	–	0.01%	290
2020 Q3	$14K	Sell	1,000 -1,040	-51%	-$12.1K	0.01%	288
2020 Q2	$19K	Buy	2,040 +1,040	+104%	+$8.41K	0.02%	272
2020 Q1	$7K	Sell	1,000 -10,000	-91%	-$63.1K	0.01%	343
2019 Q4	$65K	Buy	+11,000	New	+$57.2K	0.05%	189

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 Private Wealth Management's NVDA Position: Q1 2024 in Review

Atlas Private Wealth Management reduced its NVIDIA (NVDA) stake by 3.8% in Q1 2024, selling an estimated $18.1K and leaving 6,270 shares worth $567K. The position accounts for 0.24% of the portfolio, ranked #91.

Atlas Private Wealth Management first reported a position in NVDA in Q4 2019 and has held it in 9 quarters since. 4,339 funds tracked by Wall St. Rank hold NVDA as of Q1 2024.

Atlas Private Wealth Management held 6,270 shares of NVIDIA worth $567K as of Q1 2024.
Atlas Private Wealth Management sold 250 NVIDIA shares in Q1 2024, an estimated $18.1K.
NVIDIA made up 0.24% of Atlas Private Wealth Management's portfolio in Q1 2024, its #91 holding.
Atlas Private Wealth Management first reported a position in NVIDIA in Q4 2019 and has held it in 9 quarters since.
4,339 funds tracked by Wall St. Rank held NVIDIA as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.