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Clear Perspectives Financial Planning’s NVIDIA NVDA Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$23.9K Hold
860
– – 0.01% 105
2022
Q4 		$12.6K Hold
860
– – 0.01% 145
2022
Q3 		$10K Sell
860
-5,580
-87% -$88.2K ﹤0.01% 146
2022
Q2 		$98K Buy
6,440
+5,430
+538% +$102K 0.04% 65
2022
Q1 		$28K Buy
+1,010
New +$25.3K 0.01% 123

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspectives Financial Planning's NVDA Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its NVIDIA (NVDA) position steady in Q1 2023 at 860 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #105.

Clear Perspectives Financial Planning first reported a position in NVDA in Q1 2022 and has held it in 5 quarters since. The position peaked at $98K in Q2 2022. 3,235 funds tracked by Wall St. Rank hold NVDA as of Q1 2023.

  • Clear Perspectives Financial Planning held 860 shares of NVIDIA worth $23.9K as of Q1 2023.
  • Clear Perspectives Financial Planning left its NVIDIA share count unchanged in Q1 2023.
  • NVIDIA made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #105 holding.
  • Clear Perspectives Financial Planning first reported a position in NVIDIA in Q1 2022 and has held it in 5 quarters since.
  • Clear Perspectives Financial Planning's NVIDIA position peaked at $98K in Q2 2022.
  • 3,235 funds tracked by Wall St. Rank held NVIDIA as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.