Epic Trust Investment Advisors’s NVIDIA NVDA Stock Holding History

Epic Trust 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 Q2	$1.48M	Buy	12,003 +663	+6%	+$67K	1.63%	14
2024 Q1	$1.02M	Sell	11,340 -4,320	-28%	-$313K	1.26%	17
2023 Q4	$776K	Buy	15,660 +300	+2%	+$13.9K	1.04%	25
2023 Q3	$668K	Buy	15,360 +3,430	+29%	+$154K	1.05%	27
2023 Q2	$505K	Sell	11,930 -15,970	-57%	-$530K	0.72%	40
2023 Q1	$775K	Sell	27,900 -19,000	-41%	-$411K	0.94%	26
2022 Q4	$685K	Sell	46,900 -1,880	-4%	-$27.6K	1.03%	25
2022 Q3	$592K	Buy	+48,780	New	+$771K	0.82%	31
2022 Q2	–	Sell	-8,480	Closed	-$231K	–	85
2022 Q1	$231K	Sell	8,480 -640	-7%	-$16.1K	0.36%	65
2021 Q4	$268K	Buy	+9,120	New	+$251K	0.39%	62

Other funds holding NVDA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epic Trust Investment Advisors's NVDA Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its NVIDIA (NVDA) stake by 5.8% in Q2 2024, buying an estimated $67K and bringing the position to 12,003 shares worth $1.48M. The position accounts for 1.63% of the portfolio, ranked #14.

Epic Trust Investment Advisors first reported a position in NVDA in Q4 2021 and has held it in 10 quarters since. 4,544 funds tracked by Wall St. Rank hold NVDA as of Q2 2024.

Epic Trust Investment Advisors held 12,003 shares of NVIDIA worth $1.48M as of Q2 2024.
Epic Trust Investment Advisors bought 663 NVIDIA shares in Q2 2024, an estimated $67K.
NVIDIA made up 1.63% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #14 holding.
Epic Trust Investment Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 10 quarters since.
4,544 funds tracked by Wall St. Rank held NVIDIA as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.