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Capstone Financial Group’s NVIDIA NVDA Stock Holding History

Capstone Financial Group’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
2020
Q3 		$579K Buy
42,120
+4,400
+12% +$51.2K 0.45% 46
2020
Q2 		$372K Sell
37,720
-2,080
-5% -$16.8K 0.31% 52
2020
Q1 		$262K Sell
39,800
-28,680
-42% -$181K 0.27% 60
2019
Q4 		$403K Buy
+68,480
New +$356K 0.39% 44

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capstone Financial Group's NVDA Position: Q3 2020 in Review

Capstone Financial Group increased its NVIDIA (NVDA) stake by 12% in Q3 2020, buying an estimated $51.2K and bringing the position to 42,120 shares worth $579K. The position accounts for 0.45% of the portfolio, ranked #46.

Capstone Financial Group first reported a position in NVDA in Q4 2019 and has held it in 4 quarters since. 2,058 funds tracked by Wall St. Rank hold NVDA as of Q3 2020.

  • Capstone Financial Group held 42,120 shares of NVIDIA worth $579K as of Q3 2020.
  • Capstone Financial Group bought 4,400 NVIDIA shares in Q3 2020, an estimated $51.2K.
  • NVIDIA made up 0.45% of Capstone Financial Group's portfolio in Q3 2020, its #46 holding.
  • Capstone Financial Group first reported a position in NVIDIA in Q4 2019 and has held it in 4 quarters since.
  • 2,058 funds tracked by Wall St. Rank held NVIDIA as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.