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Cedar Brook Financial Partners’s NVIDIA NVDA Stock Holding History

Cedar Brook Financial Partners’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
Q3 		– Sell
-14,313
Closed -$1.77M – 21
2024
Q2 		$1.77M Sell
14,313
-36,507
-72% -$3.69M 13.3% 2
2024
Q1 		$4.59M Buy
50,820
+940
+2% +$68.1K 0.91% 22
2023
Q4 		$2.73M Buy
49,880
+1,640
+3% +$76K 0.61% 39
2023
Q3 		$2.1M Sell
48,240
-1,100
-2% -$49.3K 0.55% 45
2023
Q2 		$2.09M Sell
49,340
-1,060
-2% -$35.2K 0.5% 49
2023
Q1 		$1.4M Buy
50,400
+2,150
+4% +$46.5K 0.36% 72
2022
Q4 		$705K Sell
48,250
-4,660
-9% -$68.3K 0.2% 130
2022
Q3 		$642K Buy
52,910
+120
+0.2% +$1.9K 0.21% 127
2022
Q2 		$800K Sell
52,790
-1,010
-2% -$19.1K 0.25% 99
2022
Q1 		$1.47M Buy
53,800
+12,300
+30% +$308K 0.38% 65
2021
Q4 		$1.22M Sell
41,500
-1,720
-4% -$47.3K 0.31% 81
2021
Q3 		$895K Buy
43,220
+1,020
+2% +$21.2K 0.27% 96
2021
Q2 		$844K Buy
42,200
+1,800
+4% +$28.9K 0.24% 104
2021
Q1 		$539K Buy
40,400
+6,160
+18% +$82.8K 0.19% 131
2020
Q4 		$447K Buy
34,240
+1,520
+5% +$20.4K 0.16% 156
2020
Q3 		$442K Sell
32,720
-5,040
-13% -$58.6K 0.17% 152
2020
Q2 		$359K Sell
37,760
-1,080
-3% -$8.74K 0.16% 165
2020
Q1 		$256K Buy
+38,840
New +$245K 0.14% 188
2019
Q2 		– Sell
-64,480
Closed -$290K – 311
2019
Q1 		$290K Buy
+64,480
New +$250K 0.14% 203

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cedar Brook Financial Partners's NVDA Position: Q3 2024 in Review

Cedar Brook Financial Partners sold out of NVIDIA (NVDA) in Q3 2024, closing a stake of 14,313 shares — an estimated $1.77M sold.

Cedar Brook Financial Partners first reported a position in NVDA in Q1 2019 and held it in 19 quarters. The position peaked at $4.59M in Q1 2024. 4,618 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • Cedar Brook Financial Partners reported no remaining NVIDIA position as of Q3 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 14,313 NVIDIA shares in Q3 2024, an estimated $1.77M.
  • Cedar Brook Financial Partners first reported a position in NVIDIA in Q1 2019 and held it in 19 quarters.
  • Cedar Brook Financial Partners's NVIDIA position peaked at $4.59M in Q1 2024.
  • 4,618 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2024, filed 21 Oct 2024.