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BBJS Financial Advisors’s NVIDIA NVDA Stock Holding History

BBJS 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
Q3 		$5.85M Buy
48,164
+22,614
+89% +$2.67M 2.09% 15
2024
Q2 		$3.16M Sell
25,550
-4,450
-15% -$450K 1.18% 22
2024
Q1 		$2.71M Hold
30,000
– – 0.97% 25
2023
Q4 		$1.49M Hold
30,000
– – 0.52% 27
2023
Q3 		$1.3M Buy
+30,000
New +$1.34M 0.49% 28

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

BBJS Financial Advisors's NVDA Position: Q3 2024 in Review

BBJS Financial Advisors increased its NVIDIA (NVDA) stake by 89% in Q3 2024, buying an estimated $2.67M and bringing the position to 48,164 shares worth $5.85M. The position accounts for 2.09% of the portfolio, ranked #15.

BBJS Financial Advisors first reported a position in NVDA in Q3 2023 and has held it in 5 quarters since. 4,618 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • BBJS Financial Advisors held 48,164 shares of NVIDIA worth $5.85M as of Q3 2024.
  • BBJS Financial Advisors bought 22,614 NVIDIA shares in Q3 2024, an estimated $2.67M.
  • NVIDIA made up 2.09% of BBJS Financial Advisors's portfolio in Q3 2024, its #15 holding.
  • BBJS Financial Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 5 quarters since.
  • 4,618 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.