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Financial Planners of Cleveland’s NVIDIA NVDA Stock Holding History

Financial Planners of Cleveland’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
Q1 		– Sell
-13,040
Closed -$347K – 84
2021
Q4 		$347K Buy
+13,040
New +$359K 0.14% 54

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Planners of Cleveland's NVDA Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of NVIDIA (NVDA) in Q1 2022, closing a stake of 13,040 shares — an estimated $347K sold.

Financial Planners of Cleveland first reported a position in NVDA in Q4 2021 and held it in 1 quarter. The position peaked at $347K in Q4 2021. 3,098 funds tracked by Wall St. Rank hold NVDA as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining NVIDIA position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 13,040 NVIDIA shares in Q1 2022, an estimated $347K.
  • Financial Planners of Cleveland first reported a position in NVIDIA in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's NVIDIA position peaked at $347K in Q4 2021.
  • 3,098 funds tracked by Wall St. Rank held NVIDIA as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.