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BerganKDV Wealth Management’s NVIDIA NVDA Stock Holding History

BerganKDV 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
2023
Q2 		$323K Sell
7,640
-3,110
-29% -$103K 0.03% 200
2023
Q1 		$299K Buy
10,750
+1,770
+20% +$38.3K 0.03% 211
2022
Q4 		$131K Sell
8,980
-2,680
-23% -$39.3K 0.01% 277
2022
Q3 		$142K Buy
11,660
+2,010
+21% +$31.8K 0.02% 254
2022
Q2 		$146K Sell
9,650
-740
-7% -$14K 0.02% 264
2022
Q1 		$284K Buy
10,390
+1,230
+13% +$30.8K 0.03% 221
2021
Q4 		$269K Buy
9,160
+550
+6% +$15.1K 0.03% 236
2021
Q3 		$178K Sell
8,610
-230
-3% -$4.78K 0.02% 258
2021
Q2 		$177K Hold
8,840
– – 0.02% 255
2021
Q1 		$118K Sell
8,840
-6,560
-43% -$88.2K 0.02% 280
2020
Q4 		$201K Sell
15,400
-320
-2% -$4.28K 0.03% 219
2020
Q3 		$213K Buy
15,720
+240
+2% +$2.79K 0.03% 210
2020
Q2 		$147K Sell
15,480
-480
-3% -$3.88K 0.03% 242
2020
Q1 		$105K Hold
15,960
– – 0.02% 254
2019
Q4 		$94K Buy
15,960
+2,200
+16% +$11.4K 0.02% 282
2019
Q3 		$60K Buy
13,760
+5,360
+64% +$22.6K 0.01% 314
2019
Q2 		$34K Hold
8,400
– – 0.01% 364
2019
Q1 		$38K Buy
8,400
+8,000
+2,000% +$31K 0.01% 371
2018
Q4 		$1K Buy
+400
New +$1.91K ﹤0.01% 669

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

BerganKDV Wealth Management's NVDA Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its NVIDIA (NVDA) stake by 29% in Q2 2023, selling an estimated $103K and leaving 7,640 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #200.

BerganKDV Wealth Management first reported a position in NVDA in Q4 2018 and has held it in 19 quarters since. 3,561 funds tracked by Wall St. Rank hold NVDA as of Q2 2023.

  • BerganKDV Wealth Management held 7,640 shares of NVIDIA worth $323K as of Q2 2023.
  • BerganKDV Wealth Management sold 3,110 NVIDIA shares in Q2 2023, an estimated $103K.
  • NVIDIA made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #200 holding.
  • BerganKDV Wealth Management first reported a position in NVIDIA in Q4 2018 and has held it in 19 quarters since.
  • 3,561 funds tracked by Wall St. Rank held NVIDIA as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.