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Avitas Wealth Management’s NVIDIA NVDA Stock Holding History

Avitas 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
Q4 		$44.1M Sell
328,614
-3,307
-1% -$456K 6.1% 2
2024
Q3 		$40.3M Buy
331,921
+4,061
+1% +$480K 5.67% 2
2024
Q2 		$40.5M Sell
327,860
-3,710
-1% -$375K 5.93% 1
2024
Q1 		$30M Sell
331,570
-48,290
-13% -$3.5M 4.55% 3
2023
Q4 		$18.8M Buy
379,860
+18,980
+5% +$880K 3.15% 4
2023
Q3 		$15.7M Sell
360,880
-89,520
-20% -$4.01M 2.99% 5
2023
Q2 		$19.1M Sell
450,400
-5,660
-1% -$188K 3.45% 3
2023
Q1 		$12.7M Sell
456,060
-5,450
-1% -$118K 2.48% 5
2022
Q4 		$6.74M Buy
461,510
+102,740
+29% +$1.51M 1.42% 12
2022
Q3 		$4.36M Buy
358,770
+5,050
+1% +$79.8K 1% 25
2022
Q2 		$5.36M Buy
353,720
+2,830
+0.8% +$53.4K 1.17% 20
2022
Q1 		$9.57M Sell
350,890
-11,720
-3% -$294K 1.73% 8
2021
Q4 		$10.7M Sell
362,610
-34,830
-9% -$958K 1.79% 6
2021
Q3 		$8.23M Buy
397,440
+1,840
+0.5% +$38.2K 1.5% 10
2021
Q2 		$7.91M Buy
395,600
+14,240
+4% +$228K 1.41% 10
2021
Q1 		$5.09M Buy
381,360
+46,520
+14% +$625K 1% 25
2020
Q4 		$4.37M Buy
334,840
+55,200
+20% +$739K 0.89% 27
2020
Q3 		$3.78M Buy
279,640
+58,320
+26% +$679K 1.05% 22
2020
Q2 		$2.1M Sell
221,320
-7,640
-3% -$61.8K 0.7% 55
2020
Q1 		$1.51M Sell
228,960
-113,920
-33% -$719K 0.69% 54
2019
Q4 		$2.02M Buy
342,880
+3,360
+1% +$17.5K 0.52% 82
2019
Q3 		$1.48M Buy
339,520
+180,280
+113% +$758K 0.41% 90
2019
Q2 		$654K Sell
159,240
-4,080
-2% -$16.9K 0.18% 127
2019
Q1 		$733K Sell
163,320
-10,120
-6% -$39.3K 0.21% 116
2018
Q4 		$579K Buy
173,440
+77,800
+81% +$372K 0.19% 124
2018
Q3 		$672K Buy
95,640
+6,960
+8% +$45.3K 0.19% 133
2018
Q2 		$525K Buy
+88,680
New +$539K 0.16% 140

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

Avitas Wealth Management's NVDA Position: Q4 2024 in Review

Avitas Wealth Management reduced its NVIDIA (NVDA) stake by 1% in Q4 2024, selling an estimated $456K and leaving 328,614 shares worth $44.1M. The position accounts for 6.1% of the portfolio, ranked #2.

Avitas Wealth Management first reported a position in NVDA in Q2 2018 and has held it in 27 quarters since. 5,192 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

  • Avitas Wealth Management held 328,614 shares of NVIDIA worth $44.1M as of Q4 2024.
  • Avitas Wealth Management sold 3,307 NVIDIA shares in Q4 2024, an estimated $456K.
  • NVIDIA made up 6.1% of Avitas Wealth Management's portfolio in Q4 2024, its #2 holding.
  • Avitas Wealth Management first reported a position in NVIDIA in Q2 2018 and has held it in 27 quarters since.
  • 5,192 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.