BCA
NVDA icon

Berman Capital Advisors’s NVIDIA NVDA Stock Holding History

Berman Capital 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
2021
Q3 		$2.86M Buy
137,950
+27,430
+25% +$570K 0.45% 28
2021
Q2 		$2.21M Buy
110,520
+36,920
+50% +$592K 0.35% 34
2021
Q1 		$982K Buy
73,600
+16,160
+28% +$217K 0.21% 59
2020
Q4 		$749K Buy
57,440
+5,920
+11% +$79.3K 0.18% 59
2020
Q3 		$696K Buy
51,520
+1,880
+4% +$21.9K 0.2% 58
2020
Q2 		$471K Buy
49,640
+8,040
+19% +$65K 0.12% 71
2020
Q1 		$272K Buy
41,600
+18,040
+77% +$114K 0.09% 94
2019
Q4 		$138K Buy
23,560
+1,120
+5% +$5.83K 0.04% 181
2019
Q3 		$97K Buy
22,440
+1,920
+9% +$8.08K 0.03% 214
2019
Q2 		$84K Buy
20,520
+760
+4% +$3.15K 0.03% 227
2019
Q1 		$88K Buy
19,760
+4,480
+29% +$17.4K 0.03% 208
2018
Q4 		$50K Sell
15,280
-70,520
-82% -$337K 0.02% 251
2018
Q3 		$602K Sell
85,800
-120
-0.1% -$780 0.25% 48
2018
Q2 		$509K Buy
85,920
+1,320
+2% +$8.02K 0.18% 61
2018
Q1 		$491K Buy
84,600
+17,360
+26% +$102K 0.19% 53
2017
Q4 		$325K Buy
+67,240
New +$334K 0.11% 72

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's NVDA Position: Q3 2021 in Review

Berman Capital Advisors increased its NVIDIA (NVDA) stake by 25% in Q3 2021, buying an estimated $570K and bringing the position to 137,950 shares worth $2.86M. The position accounts for 0.45% of the portfolio, ranked #28.

Berman Capital Advisors first reported a position in NVDA in Q4 2017 and has held it in 16 quarters since. 2,597 funds tracked by Wall St. Rank hold NVDA as of Q3 2021.

  • Berman Capital Advisors held 137,950 shares of NVIDIA worth $2.86M as of Q3 2021.
  • Berman Capital Advisors bought 27,430 NVIDIA shares in Q3 2021, an estimated $570K.
  • NVIDIA made up 0.45% of Berman Capital Advisors's portfolio in Q3 2021, its #28 holding.
  • Berman Capital Advisors first reported a position in NVIDIA in Q4 2017 and has held it in 16 quarters since.
  • 2,597 funds tracked by Wall St. Rank held NVIDIA as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.