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BT Wealth Management’s NVIDIA NVDA Stock Holding History

BT 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
2021
Q1 		– Sell
-24,000
Closed -$313K – 70
2020
Q4 		$313K Hold
24,000
– – 0.12% 47
2020
Q3 		$325K Hold
24,000
– – 0.14% 38
2020
Q2 		$228K Sell
24,000
-28,000
-54% -$227K 0.12% 47
2020
Q1 		$343K Buy
+52,000
New +$328K 0.2% 36

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
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
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

BT Wealth Management's NVDA Position: Q1 2021 in Review

BT Wealth Management sold out of NVIDIA (NVDA) in Q1 2021, closing a stake of 24,000 shares — an estimated $313K sold.

BT Wealth Management first reported a position in NVDA in Q1 2020 and held it in 4 quarters. The position peaked at $343K in Q1 2020. 2,339 funds tracked by Wall St. Rank hold NVDA as of Q1 2021.

  • BT Wealth Management reported no remaining NVIDIA position as of Q1 2021 after selling out during the quarter.
  • BT Wealth Management sold 24,000 NVIDIA shares in Q1 2021, an estimated $313K.
  • BT Wealth Management first reported a position in NVIDIA in Q1 2020 and held it in 4 quarters.
  • BT Wealth Management's NVIDIA position peaked at $343K in Q1 2020.
  • 2,339 funds tracked by Wall St. Rank held NVIDIA as of Q1 2021.

Based on BT Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.