Financial Advisory Group’s NVIDIA NVDA Stock Holding History

Financial Advisory 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 Q1	$1.44M	Buy	15,930 +1,000	+7%	+$72.5K	0.25%	39
2023 Q4	$739K	Hold	14,930	–	–	0.14%	51
2023 Q3	$649K	Buy	14,930 +3,000	+25%	+$134K	0.13%	53
2023 Q2	$505K	Hold	11,930	–	–	0.1%	60
2023 Q1	$331K	Buy	+11,930	New	+$258K	0.07%	69
2022 Q3	–	Sell	-14,280	Closed	-$216K	–	92
2022 Q2	$216K	Buy	14,280 +1,500	+12%	+$28.3K	0.05%	83
2022 Q1	$349K	Buy	12,780 +1,500	+13%	+$37.6K	0.07%	68
2021 Q4	$332K	Hold	11,280	–	–	0.07%	73
2021 Q3	$234K	Hold	11,280	–	–	0.05%	80
2021 Q2	$226K	Buy	+11,280	New	+$181K	0.05%	82

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

Financial Advisory Group's NVDA Position: Q1 2024 in Review

Financial Advisory Group increased its NVIDIA (NVDA) stake by 6.7% in Q1 2024, buying an estimated $72.5K and bringing the position to 15,930 shares worth $1.44M. The position accounts for 0.25% of the portfolio, ranked #39.

Financial Advisory Group first reported a position in NVDA in Q2 2021 and has held it in 10 quarters since. 4,338 funds tracked by Wall St. Rank hold NVDA as of Q1 2024.

Financial Advisory Group held 15,930 shares of NVIDIA worth $1.44M as of Q1 2024.
Financial Advisory Group bought 1,000 NVIDIA shares in Q1 2024, an estimated $72.5K.
NVIDIA made up 0.25% of Financial Advisory Group's portfolio in Q1 2024, its #39 holding.
Financial Advisory Group first reported a position in NVIDIA in Q2 2021 and has held it in 10 quarters since.
4,338 funds tracked by Wall St. Rank held NVIDIA as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.