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Cornerstone Retirement Group’s NVIDIA NVDA Stock Holding History

Cornerstone Retirement 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
2023
Q3 		$477K Sell
10,970
-680
-6% -$30.5K 0.14% 14
2023
Q2 		$493K Buy
11,650
+1,720
+17% +$57.1K 0.14% 6
2023
Q1 		$276K Buy
+9,930
New +$215K 0.08% 15

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Retirement Group's NVDA Position: Q3 2023 in Review

Cornerstone Retirement Group reduced its NVIDIA (NVDA) stake by 5.8% in Q3 2023, selling an estimated $30.5K and leaving 10,970 shares worth $477K. The position accounts for 0.14% of the portfolio, ranked #14.

Cornerstone Retirement Group first reported a position in NVDA in Q1 2023 and has held it in 3 quarters since. The position peaked at $493K in Q2 2023. 3,678 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.

  • Cornerstone Retirement Group held 10,970 shares of NVIDIA worth $477K as of Q3 2023.
  • Cornerstone Retirement Group sold 680 NVIDIA shares in Q3 2023, an estimated $30.5K.
  • NVIDIA made up 0.14% of Cornerstone Retirement Group's portfolio in Q3 2023, its #14 holding.
  • Cornerstone Retirement Group first reported a position in NVIDIA in Q1 2023 and has held it in 3 quarters since.
  • Cornerstone Retirement Group's NVIDIA position peaked at $493K in Q2 2023.
  • 3,678 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.