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Bridgeworth’s NVIDIA NVDA Stock Holding History

Bridgeworth’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
Q4 		$315K Sell
6,370
-1,130
-15% -$52.4K 0.03% 134
2023
Q3 		$326K Sell
7,500
-340
-4% -$15.2K 0.04% 120
2023
Q2 		$332K Buy
7,840
+540
+7% +$17.9K 0.04% 124
2023
Q1 		$203K Buy
+7,300
New +$158K 0.03% 158
2018
Q4 		– Sell
-27,880
Closed -$202K – 140
2018
Q3 		$202K Buy
27,880
+40
+0.1% +$260 0.11% 121
2018
Q2 		$165K Buy
+27,840
New +$169K 0.07% 161

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Bridgeworth's NVDA Position: Q4 2023 in Review

Bridgeworth reduced its NVIDIA (NVDA) stake by 15% in Q4 2023, selling an estimated $52.4K and leaving 6,370 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #134.

Bridgeworth first reported a position in NVDA in Q2 2018 and has held it in 6 quarters since. The position peaked at $332K in Q2 2023. 4,023 funds tracked by Wall St. Rank hold NVDA as of Q4 2023.

  • Bridgeworth held 6,370 shares of NVIDIA worth $315K as of Q4 2023.
  • Bridgeworth sold 1,130 NVIDIA shares in Q4 2023, an estimated $52.4K.
  • NVIDIA made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #134 holding.
  • Bridgeworth first reported a position in NVIDIA in Q2 2018 and has held it in 6 quarters since.
  • Bridgeworth's NVIDIA position peaked at $332K in Q2 2023.
  • 4,023 funds tracked by Wall St. Rank held NVIDIA as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.