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FirstPurpose Wealth’s NVIDIA NVDA Stock Holding History

FirstPurpose Wealth’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 		$596K Buy
6,840
+1,360
+25% +$98.6K 0.22% 84
2023
Q4 		$271K Sell
5,480
-30
-0.5% -$1.39K 0.1% 163
2023
Q3 		$240K Buy
5,510
+200
+4% +$8.96K 0.1% 169
2023
Q2 		$225K Buy
+5,310
New +$176K 0.1% 177

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FirstPurpose Wealth's NVDA Position: Q1 2024 in Review

FirstPurpose Wealth increased its NVIDIA (NVDA) stake by 25% in Q1 2024, buying an estimated $98.6K and bringing the position to 6,840 shares worth $596K. The position accounts for 0.22% of the portfolio, ranked #84.

FirstPurpose Wealth first reported a position in NVDA in Q2 2023 and has held it in 4 quarters since. 4,339 funds tracked by Wall St. Rank hold NVDA as of Q1 2024.

  • FirstPurpose Wealth held 6,840 shares of NVIDIA worth $596K as of Q1 2024.
  • FirstPurpose Wealth bought 1,360 NVIDIA shares in Q1 2024, an estimated $98.6K.
  • NVIDIA made up 0.22% of FirstPurpose Wealth's portfolio in Q1 2024, its #84 holding.
  • FirstPurpose Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 4 quarters since.
  • 4,339 funds tracked by Wall St. Rank held NVIDIA as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.