Custom Portfolio Group’s NVIDIA NVDA Stock Holding History

Custom Portfolio 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
2024 Q2	$453K	Sell	3,670 -180	-5%	-$18.2K	0.36%	30
2024 Q1	$348K	Sell	3,850 -70	-2%	-$5.07K	0.29%	34
2023 Q4	$194K	Buy	+3,920	New	+$182K	0.17%	41

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Custom Portfolio Group's NVDA Position: Q2 2024 in Review

Custom Portfolio Group reduced its NVIDIA (NVDA) stake by 4.7% in Q2 2024, selling an estimated $18.2K and leaving 3,670 shares worth $453K. The position accounts for 0.36% of the portfolio, ranked #30.

Custom Portfolio Group first reported a position in NVDA in Q4 2023 and has held it in 3 quarters since. 4,551 funds tracked by Wall St. Rank hold NVDA as of Q2 2024.

Custom Portfolio Group held 3,670 shares of NVIDIA worth $453K as of Q2 2024.
Custom Portfolio Group sold 180 NVIDIA shares in Q2 2024, an estimated $18.2K.
NVIDIA made up 0.36% of Custom Portfolio Group's portfolio in Q2 2024, its #30 holding.
Custom Portfolio Group first reported a position in NVIDIA in Q4 2023 and has held it in 3 quarters since.
4,551 funds tracked by Wall St. Rank held NVIDIA as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.