Caliber Wealth Management (Utah)’s NVIDIA NVDA Stock Holding History

Caliber Wealth Management (Utah)’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
2024 Q1	$304K	Buy	+3,360	New	+$244K	0.16%	55
2023 Q2	–	Sell	-8,040	Closed	-$223K	–	61
2023 Q1	$223K	Buy	+8,040	New	+$174K	0.17%	55
2022 Q4	–	Sell	-97,280	Closed	-$1.18M	–	94
2022 Q3	$1.18M	Sell	97,280 -7,640	-7%	-$121K	0.93%	46
2022 Q2	$1.59M	Buy	104,920 +6,300	+6%	+$119K	1.24%	38
2022 Q1	$2.69M	Buy	98,620 +9,590	+11%	+$241K	1.72%	20
2021 Q4	$2.4M	Buy	89,030 +14,920	+20%	+$411K	1.66%	22
2021 Q3	$1.65M	Buy	74,110 +6,270	+9%	+$130K	1.16%	44
2021 Q2	$1.36M	Buy	67,840 +40	+0.1%	+$641	0.96%	43
2021 Q1	$905K	Buy	+67,800	New	+$911K	0.66%	52

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caliber Wealth Management (Utah)'s NVDA Position: Q1 2024 in Review

Caliber Wealth Management (Utah) opened a new position in NVIDIA (NVDA) in Q1 2024: 3,360 shares worth $304K. The stake represents 0.16% of the portfolio and ranks #55 among its holdings. This is a return to the name: Caliber Wealth Management (Utah) previously reported a position in NVDA as recently as Q1 2023.

Caliber Wealth Management (Utah) first reported a position in NVDA in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.69M in Q1 2022. 4,338 funds tracked by Wall St. Rank hold NVDA as of Q1 2024.

Caliber Wealth Management (Utah) held 3,360 shares of NVIDIA worth $304K as of Q1 2024.
NVIDIA was a new Caliber Wealth Management (Utah) position in Q1 2024.
NVIDIA made up 0.16% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #55 holding.
Caliber Wealth Management (Utah) first reported a position in NVIDIA in Q1 2021 and has held it in 9 quarters since.
Caliber Wealth Management (Utah)'s NVIDIA position peaked at $2.69M in Q1 2022.
4,338 funds tracked by Wall St. Rank held NVIDIA as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.