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Curi Wealth Management’s NVIDIA NVDA Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-15,600
Closed -$773K – 97
2023
Q4 		$773K Buy
15,600
+1,200
+8% +$55.6K 0.11% 74
2023
Q3 		$626K Sell
14,400
-8,880
-38% -$398K 0.1% 75
2023
Q2 		$985K Sell
23,280
-800
-3% -$26.6K 0.13% 69
2023
Q1 		$669K Sell
24,080
-10,200
-30% -$221K 0.1% 91
2022
Q4 		$501K Buy
34,280
+310
+0.9% +$4.55K 0.07% 112
2022
Q3 		$412K Buy
33,970
+18,430
+119% +$291K 0.07% 113
2022
Q2 		$236K Buy
15,540
+2,440
+19% +$46.1K 0.05% 101
2022
Q1 		$357K Buy
13,100
+10,600
+424% +$266K 0.06% 79
2021
Q4 		$73K Buy
+2,500
New +$68.8K 0.01% 161
2021
Q1 		– Sell
-800
Closed -$10K – 358
2020
Q4 		$10K Buy
+800
New +$10.7K 0.01% 251

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Curi Wealth Management's NVDA Position: Q1 2024 in Review

Curi Wealth Management sold out of NVIDIA (NVDA) in Q1 2024, closing a stake of 15,600 shares — an estimated $773K sold.

Curi Wealth Management first reported a position in NVDA in Q4 2020 and held it in 10 quarters. The position peaked at $985K in Q2 2023. 4,338 funds tracked by Wall St. Rank hold NVDA as of Q1 2024.

  • Curi Wealth Management reported no remaining NVIDIA position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 15,600 NVIDIA shares in Q1 2024, an estimated $773K.
  • Curi Wealth Management first reported a position in NVIDIA in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's NVIDIA position peaked at $985K in Q2 2023.
  • 4,338 funds tracked by Wall St. Rank held NVIDIA as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.