BPWA
NVDA icon

Beacon Pointe Wealth Advisors’s NVIDIA NVDA Stock Holding History

Beacon Pointe 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
2019
Q4 		$763K Buy
129,760
+11,400
+10% +$59.3K 0.14% 122
2019
Q3 		$516K Buy
118,360
+59,800
+102% +$252K 0.11% 155
2019
Q2 		$240K Sell
58,560
-49,920
-46% -$207K 0.05% 238
2019
Q1 		$484K Sell
108,480
-53,640
-33% -$208K 0.11% 156
2018
Q4 		$541K Buy
+162,120
New +$776K 0.2% 124

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Beacon Pointe Wealth Advisors's NVDA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its NVIDIA (NVDA) stake by 9.6% in Q4 2019, buying an estimated $59.3K and bringing the position to 129,760 shares worth $763K. The position accounts for 0.14% of the portfolio, ranked #122.

Beacon Pointe Wealth Advisors first reported a position in NVDA in Q4 2018 and has held it in 5 quarters since. 1,633 funds tracked by Wall St. Rank hold NVDA as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 129,760 shares of NVIDIA worth $763K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 11,400 NVIDIA shares in Q4 2019, an estimated $59.3K.
  • NVIDIA made up 0.14% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #122 holding.
  • Beacon Pointe Wealth Advisors first reported a position in NVIDIA in Q4 2018 and has held it in 5 quarters since.
  • 1,633 funds tracked by Wall St. Rank held NVIDIA as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.