Financial Partners Capital Management’s NVIDIA NVDA Stock Holding History

Financial Partners Capital 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
2022 Q4	–	Sell	-96,700	Closed	-$1.17M	–	118
2022 Q3	$1.17M	Buy	96,700 +250	+0.3%	+$3.95K	0.28%	74
2022 Q2	$1.46M	Buy	96,450 +60,450	+168%	+$1.14M	0.31%	73
2022 Q1	$982K	Hold	36,000	–	–	0.18%	85
2021 Q4	$1.06M	Hold	36,000	–	–	0.19%	85
2021 Q3	$746K	Hold	36,000	–	–	0.14%	87
2021 Q2	$720K	Hold	36,000	–	–	0.13%	82
2021 Q1	$481K	Hold	36,000	–	–	0.1%	84
2020 Q4	$470K	Hold	36,000	–	–	0.11%	76
2020 Q3	$487K	Hold	36,000	–	–	0.13%	74
2020 Q2	$342K	Sell	36,000 -16,000	-31%	-$129K	0.1%	80
2020 Q1	$343K	Buy	+52,000	New	+$328K	0.11%	72

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Partners Capital Management's NVDA Position: Q4 2022 in Review

Financial Partners Capital Management sold out of NVIDIA (NVDA) in Q4 2022, closing a stake of 96,700 shares — an estimated $1.17M sold.

Financial Partners Capital Management first reported a position in NVDA in Q1 2020 and held it in 11 quarters. The position peaked at $1.46M in Q2 2022. 2,896 funds tracked by Wall St. Rank hold NVDA as of Q4 2022.

Financial Partners Capital Management reported no remaining NVIDIA position as of Q4 2022 after selling out during the quarter.
Financial Partners Capital Management sold 96,700 NVIDIA shares in Q4 2022, an estimated $1.17M.
Financial Partners Capital Management first reported a position in NVIDIA in Q1 2020 and held it in 11 quarters.
Financial Partners Capital Management's NVIDIA position peaked at $1.46M in Q2 2022.
2,896 funds tracked by Wall St. Rank held NVIDIA as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.