Clear Perspective Advisors’s NVIDIA NVDA Stock Holding History

Clear Perspective Advisors’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	$5.39M	Buy	183,270 +6,770	+4%	+$186K	1.64%	12
2021 Q3	$3.66M	Sell	176,500 -4,420	-2%	-$91.8K	1.25%	16
2021 Q2	$3.62M	Buy	180,920 +10,800	+6%	+$173K	1.26%	18
2021 Q1	$2.27M	Sell	170,120 -1,840	-1%	-$24.7K	0.89%	22
2020 Q4	$2.25M	Sell	171,960 -3,960	-2%	-$53K	0.92%	23
2020 Q3	$10.5K	Sell	175,920 -12,800	-7%	-$149K	4.93%	5
2020 Q2	$1.79M	Sell	188,720 -18,440	-9%	-$149K	0.98%	20
2020 Q1	$1.36M	Buy	207,160 +29,440	+17%	+$186K	0.91%	21
2019 Q4	$1.04M	Buy	177,720 +800	+0.5%	+$4.16K	0.65%	38
2019 Q3	$770K	Sell	176,920 -3,120	-2%	-$13.1K	0.35%	64
2019 Q2	$739K	Buy	180,040 +2,520	+1%	+$10.4K	0.47%	54
2019 Q1	$835K	Buy	177,520 +35,400	+25%	+$137K	0.59%	45
2018 Q4	$474K	Buy	142,120 +28,760	+25%	+$138K	0.39%	76
2018 Q3	$796K	Hold	113,360	–	–	0.59%	49
2018 Q2	$671K	Sell	113,360 -7,400	-6%	-$45K	0.47%	59
2018 Q1	$699K	Buy	120,760 +3,360	+3%	+$19.7K	0.52%	51
2017 Q4	$568K	Buy	117,400 +10,600	+10%	+$52.6K	0.43%	63
2017 Q3	$477K	Buy	106,800 +800	+0.8%	+$3.33K	0.39%	70
2017 Q2	$383K	Hold	106,000	–	–	0.32%	80
2017 Q1	$289K	Sell	106,000 -16,000	-13%	-$42.6K	0.19%	96
2016 Q4	$326K	Buy	+122,000	New	+$255K	0.22%	97

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

Clear Perspective Advisors's NVDA Position: Q4 2021 in Review

Clear Perspective Advisors increased its NVIDIA (NVDA) stake by 3.8% in Q4 2021, buying an estimated $186K and bringing the position to 183,270 shares worth $5.39M. The position accounts for 1.64% of the portfolio, ranked #12.

Clear Perspective Advisors first reported a position in NVDA in Q4 2016 and has held it in 21 quarters since. 3,084 funds tracked by Wall St. Rank hold NVDA as of Q4 2021.

Clear Perspective Advisors held 183,270 shares of NVIDIA worth $5.39M as of Q4 2021.
Clear Perspective Advisors bought 6,770 NVIDIA shares in Q4 2021, an estimated $186K.
NVIDIA made up 1.64% of Clear Perspective Advisors's portfolio in Q4 2021, its #12 holding.
Clear Perspective Advisors first reported a position in NVIDIA in Q4 2016 and has held it in 21 quarters since.
3,084 funds tracked by Wall St. Rank held NVIDIA as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.