FWA
NVDA icon

Freedom Wealth Alliance’s NVIDIA NVDA Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		$238K Sell
5,480
-290
-5% -$13K 0.39% 34
2023
Q2 		$265K Buy
+5,770
New +$192K 0.37% 47
2023
Q1 		– Sell
-5,220
Closed -$76.3K – 323
2022
Q4 		$76.3K Buy
+5,220
New +$76.6K 0.11% 96

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
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
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

Freedom Wealth Alliance's NVDA Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its NVIDIA (NVDA) stake by 5% in Q3 2023, selling an estimated $13K and leaving 5,480 shares worth $238K. The position accounts for 0.39% of the portfolio, ranked #34.

Freedom Wealth Alliance first reported a position in NVDA in Q4 2022 and has held it in 3 quarters since. The position peaked at $265K in Q2 2023. 3,679 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.

  • Freedom Wealth Alliance held 5,480 shares of NVIDIA worth $238K as of Q3 2023.
  • Freedom Wealth Alliance sold 290 NVIDIA shares in Q3 2023, an estimated $13K.
  • NVIDIA made up 0.39% of Freedom Wealth Alliance's portfolio in Q3 2023, its #34 holding.
  • Freedom Wealth Alliance first reported a position in NVIDIA in Q4 2022 and has held it in 3 quarters since.
  • Freedom Wealth Alliance's NVIDIA position peaked at $265K in Q2 2023.
  • 3,679 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.