Edmonds Duncan Registered Investment Advisors’s NVIDIA NVDA Stock Holding History

Edmonds Duncan Registered Investment 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
2024 Q3	$7.8M	Buy	6,424 +524	+9%	+$61.9K	1.71%	16
2024 Q2	$729K	Buy	5,900 +150	+3%	+$15.2K	0.18%	61
2024 Q1	$520K	Hold	5,750	–	–	0.13%	71
2023 Q4	$285K	Hold	5,750	–	–	0.07%	101
2023 Q3	$250K	Buy	5,750 +650	+13%	+$29.1K	0.07%	108
2023 Q2	$216K	Sell	5,100 -48,220	-90%	-$1.6M	0.06%	125
2023 Q1	$1.48M	Sell	53,320 -250	-0.5%	-$5.41K	0.46%	45
2022 Q4	$783K	Sell	53,570 -150	-0.3%	-$2.2K	0.26%	59
2022 Q3	$652K	Hold	53,720	–	–	0.23%	62
2022 Q2	$814K	Hold	53,720	–	–	0.28%	57
2022 Q1	$1.47M	Hold	53,720	–	–	0.43%	46
2021 Q4	$1.35M	Hold	53,720	–	–	0.35%	50
2021 Q3	$1.11M	Buy	53,720 +1,000	+2%	+$20.8K	0.34%	56
2021 Q2	$1.05M	Sell	52,720 -280	-0.5%	-$4.49K	0.33%	56
2021 Q1	$707K	Hold	53,000	–	–	0.23%	67
2020 Q4	$786K	Sell	53,000 -36,000	-40%	-$482K	0.26%	65
2020 Q3	$1.2M	Hold	89,000	–	–	0.5%	42
2020 Q2	$845K	Hold	89,000	–	–	0.37%	55
2020 Q1	$587K	Hold	89,000	–	–	0.3%	58
2019 Q4	$524K	Sell	89,000 -2,000	-2%	-$10.4K	0.21%	67
2019 Q3	$396K	Hold	91,000	–	–	0.17%	74
2019 Q2	$378K	Hold	91,000	–	–	0.16%	75
2019 Q1	$408K	Hold	91,000	–	–	0.17%	79
2018 Q4	$304K	Buy	91,000 +6,000	+7%	+$28.7K	0.14%	86
2018 Q3	$597K	Hold	85,000	–	–	0.24%	61
2018 Q2	$503K	Hold	85,000	–	–	0.22%	65
2018 Q1	$492K	Hold	85,000	–	–	0.22%	66
2017 Q4	$411K	Hold	85,000	–	–	0.19%	75
2017 Q3	$444K	Hold	85,000	–	–	0.21%	70
2017 Q2	$307K	Buy	+85,000	New	+$270K	0.18%	76

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 $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's NVDA Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its NVIDIA (NVDA) stake by 8.9% in Q3 2024, buying an estimated $61.9K and bringing the position to 6,424 shares worth $7.8M. The position accounts for 1.71% of the portfolio, ranked #16.

Edmonds Duncan Registered Investment Advisors first reported a position in NVDA in Q2 2017 and has held it in 30 quarters since. 4,621 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 6,424 shares of NVIDIA worth $7.8M as of Q3 2024.
Edmonds Duncan Registered Investment Advisors bought 524 NVIDIA shares in Q3 2024, an estimated $61.9K.
NVIDIA made up 1.71% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #16 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in NVIDIA in Q2 2017 and has held it in 30 quarters since.
4,621 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.