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BDO Wealth Advisors’s NVIDIA NVDA Stock Holding History

BDO Wealth 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
2023
Q2 		$5.82M Buy
137,630
+970
+0.7% +$32.2K 0.67% 30
2023
Q1 		$3.8M Sell
136,660
-6,730
-5% -$146K 0.47% 40
2022
Q4 		$2.1M Sell
143,390
-18,850
-12% -$276K 0.26% 81
2022
Q3 		$1.97M Sell
162,240
-27,340
-14% -$432K 0.26% 81
2022
Q2 		$2.87M Sell
189,580
-4,520
-2% -$85.3K 0.35% 55
2022
Q1 		$5.3M Buy
194,100
+21,930
+13% +$550K 0.57% 34
2021
Q4 		$5.06M Sell
172,170
-6,380
-4% -$176K 0.54% 40
2021
Q3 		$3.7M Sell
178,550
-11,370
-6% -$236K 0.41% 47
2021
Q2 		$3.8M Buy
189,920
+3,040
+2% +$48.7K 0.42% 47
2021
Q1 		$2.5M Buy
186,880
+26,920
+17% +$362K 0.29% 63
2020
Q4 		$2.09M Buy
159,960
+2,720
+2% +$36.4K 0.29% 63
2020
Q3 		$2.13M Sell
157,240
-166,760
-51% -$1.94M 0.35% 58
2020
Q2 		$3.08M Sell
324,000
-9,600
-3% -$77.7K 0.54% 32
2020
Q1 		$2.2M Buy
333,600
+28,840
+9% +$182K 0.44% 47
2019
Q4 		$1.79M Sell
304,760
-81,840
-21% -$426K 0.46% 48
2019
Q3 		$1.68M Buy
386,600
+13,800
+4% +$58.1K 0.43% 48
2019
Q2 		$1.53M Sell
372,800
-15,880
-4% -$65.8K 0.42% 52
2019
Q1 		$1.75M Buy
388,680
+37,520
+11% +$146K 0.51% 47
2018
Q4 		$1.17M Buy
351,160
+29,480
+9% +$141K 0.4% 54
2018
Q3 		$2.26M Sell
321,680
-4,600
-1% -$29.9K 0.73% 28
2018
Q2 		$1.93M Buy
326,280
+6,120
+2% +$37.2K 0.66% 29
2018
Q1 		$1.85M Sell
320,160
-5,440
-2% -$32K 0.7% 25
2017
Q4 		$1.57M Sell
325,600
-33,400
-9% -$166K 0.71% 22
2017
Q3 		$1.6M Sell
359,000
-13,000
-3% -$54K 0.8% 20
2017
Q2 		$1.34M Buy
+372,000
New +$1.18M 0.59% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

BDO Wealth Advisors's NVDA Position: Q2 2023 in Review

BDO Wealth Advisors increased its NVIDIA (NVDA) stake by 0.71% in Q2 2023, buying an estimated $32.2K and bringing the position to 137,630 shares worth $5.82M. The position accounts for 0.67% of the portfolio, ranked #30.

BDO Wealth Advisors first reported a position in NVDA in Q2 2017 and has held it in 25 quarters since. 3,561 funds tracked by Wall St. Rank hold NVDA as of Q2 2023.

  • BDO Wealth Advisors held 137,630 shares of NVIDIA worth $5.82M as of Q2 2023.
  • BDO Wealth Advisors bought 970 NVIDIA shares in Q2 2023, an estimated $32.2K.
  • NVIDIA made up 0.67% of BDO Wealth Advisors's portfolio in Q2 2023, its #30 holding.
  • BDO Wealth Advisors first reported a position in NVIDIA in Q2 2017 and has held it in 25 quarters since.
  • 3,561 funds tracked by Wall St. Rank held NVIDIA as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.