Castle Financial & Retirement Planning Associates’s NVIDIA NVDA Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$7K	Buy	+290	New	+$7.98K	0.02%	126

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's NVDA Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in NVIDIA (NVDA) in Q4 2021: 290 shares worth $7K. The stake represents 0.02% of the portfolio and ranks #126 among its holdings.

3,084 funds tracked by Wall St. Rank hold NVDA as of Q4 2021.

Castle Financial & Retirement Planning Associates held 290 shares of NVIDIA worth $7K as of Q4 2021.
NVIDIA was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
NVIDIA made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #126 holding.
3,084 funds tracked by Wall St. Rank held NVIDIA as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.