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Gupta Wealth Management’s NVIDIA NVDA Stock Holding History

Gupta Wealth 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
2016
Q1 		$61K Sell
68,000
-21,840
-24% -$16.7K 0.01% 406
2015
Q4 		$74K Buy
89,840
+11,200
+14% +$8.44K 0.02% 375
2015
Q3 		$48K Buy
78,640
+2,000
+3% +$1.08K 0.01% 460
2015
Q2 		$39K Buy
76,640
+37,600
+96% +$20.4K 0.01% 524
2015
Q1 		$20K Buy
+39,040
New +$20.8K 0.01% 604

Other funds holding NVDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's NVDA Position: Q1 2016 in Review

Gupta Wealth Management reduced its NVIDIA (NVDA) stake by 24% in Q1 2016, selling an estimated $16.7K and leaving 68,000 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #406.

Gupta Wealth Management first reported a position in NVDA in Q1 2015 and has held it in 5 quarters since. The position peaked at $74K in Q4 2015. 626 funds tracked by Wall St. Rank hold NVDA as of Q1 2016.

  • Gupta Wealth Management held 68,000 shares of NVIDIA worth $61K as of Q1 2016.
  • Gupta Wealth Management sold 21,840 NVIDIA shares in Q1 2016, an estimated $16.7K.
  • NVIDIA made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #406 holding.
  • Gupta Wealth Management first reported a position in NVIDIA in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's NVIDIA position peaked at $74K in Q4 2015.
  • 626 funds tracked by Wall St. Rank held NVIDIA as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.