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Financial Planning & Information Services’s NVIDIA NVDA Stock Holding History

Financial Planning & Information Services’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 		$315K Buy
2,592
+312
+14% +$36.9K 0.04% 73
2024
Q2 		$282K Buy
+2,280
New +$231K 0.04% 71

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

Financial Planning & Information Services's NVDA Position: Q3 2024 in Review

Financial Planning & Information Services increased its NVIDIA (NVDA) stake by 14% in Q3 2024, buying an estimated $36.9K and bringing the position to 2,592 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #73.

Financial Planning & Information Services first reported a position in NVDA in Q2 2024 and has held it in 2 quarters since. 4,618 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • Financial Planning & Information Services held 2,592 shares of NVIDIA worth $315K as of Q3 2024.
  • Financial Planning & Information Services bought 312 NVIDIA shares in Q3 2024, an estimated $36.9K.
  • NVIDIA made up 0.04% of Financial Planning & Information Services's portfolio in Q3 2024, its #73 holding.
  • Financial Planning & Information Services first reported a position in NVIDIA in Q2 2024 and has held it in 2 quarters since.
  • 4,618 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.