Genovese Burford & Brothers Wealth & Retirement Plan Management’s NVIDIA NVDA Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020 Q4	$290K	Sell	22,200 -520	-2%	-$6.96K	0.07%	87
2020 Q3	$307K	Buy	+22,720	New	+$264K	0.09%	68
2018 Q3	–	Sell	-3,000	Closed	-$18K	–	267
2018 Q2	$18K	Sell	3,000 -920	-23%	-$5.59K	0.01%	261
2018 Q1	$23K	Hold	3,920	–	–	0.01%	235
2017 Q4	$25K	Buy	+3,920	New	+$19.5K	0.07%	128
2017 Q1	–	Sell	-18,000	Closed	-$49K	–	486
2016 Q4	$49K	Hold	18,000	–	–	0.01%	163
2016 Q3	$30K	Hold	18,000	–	–	0.01%	200
2016 Q2	$21K	Buy	+18,000	New	+$18.6K	0.01%	214

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's NVDA Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its NVIDIA (NVDA) stake by 2.3% in Q4 2020, selling an estimated $6.96K and leaving 22,200 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #87.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in NVDA in Q2 2016 and has held it in 8 quarters since. The position peaked at $307K in Q3 2020. 2,309 funds tracked by Wall St. Rank hold NVDA as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 22,200 shares of NVIDIA worth $290K as of Q4 2020.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 520 NVIDIA shares in Q4 2020, an estimated $6.96K.
NVIDIA made up 0.07% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #87 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in NVIDIA in Q2 2016 and has held it in 8 quarters since.
Genovese Burford & Brothers Wealth & Retirement Plan Management's NVIDIA position peaked at $307K in Q3 2020.
2,309 funds tracked by Wall St. Rank held NVIDIA as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.