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Essex Private Wealth Management’s NVIDIA NVDA Stock Holding History

Essex Private 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
Q3 		$1.44M Buy
11,818
+12
+0.1% +$1.42K 3.38% 10
2024
Q2 		$1.46M Buy
11,806
+1,776
+18% +$180K 3.71% 10
2024
Q1 		$906K Buy
10,030
+120
+1% +$8.7K 2.57% 13
2023
Q4 		$491K Sell
9,910
-2,240
-18% -$104K 1.53% 17
2023
Q3 		$529K Sell
12,150
-3,570
-23% -$160K 1.81% 14
2023
Q2 		$665K Sell
15,720
-2,810
-15% -$93.3K 2.29% 12
2023
Q1 		$515K Sell
18,530
-1,960
-10% -$42.4K 1.87% 15
2022
Q4 		$299K Sell
20,490
-380
-2% -$5.57K 1.12% 20
2022
Q3 		$253K Sell
20,870
-100
-0.5% -$1.58K 1.01% 22
2022
Q2 		$318K Buy
20,970
+2,700
+15% +$51K 1.19% 20
2022
Q1 		$499K Buy
18,270
+380
+2% +$9.53K 1.35% 21
2021
Q4 		$526K Buy
17,890
+4,440
+33% +$122K 0.44% 40
2021
Q3 		$279K Buy
+13,450
New +$279K 0.25% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essex Private Wealth Management's NVDA Position: Q3 2024 in Review

Essex Private Wealth Management increased its NVIDIA (NVDA) stake by 0.1% in Q3 2024, buying an estimated $1.42K and bringing the position to 11,818 shares worth $1.44M. The position accounts for 3.38% of the portfolio, ranked #10.

Essex Private Wealth Management first reported a position in NVDA in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.46M in Q2 2024. 4,619 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • Essex Private Wealth Management held 11,818 shares of NVIDIA worth $1.44M as of Q3 2024.
  • Essex Private Wealth Management bought 12 NVIDIA shares in Q3 2024, an estimated $1.42K.
  • NVIDIA made up 3.38% of Essex Private Wealth Management's portfolio in Q3 2024, its #10 holding.
  • Essex Private Wealth Management first reported a position in NVIDIA in Q3 2021 and has held it in 13 quarters since.
  • Essex Private Wealth Management's NVIDIA position peaked at $1.46M in Q2 2024.
  • 4,619 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Essex Private Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.