Halpern Financial’s NVIDIA NVDA Stock Holding History

Halpern Financial’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	$55.4K	Buy	466 +76	+19%	+$8.98K	0.01%	90
2024 Q2	$48.2K	Buy	+390	New	+$39.4K	0.01%	95
2022 Q3	–	Sell	-420	Closed	-$6.37K	–	281
2022 Q2	$6.37K	Buy	+420	New	+$7.93K	﹤0.01%	188
2022 Q1	–	Sell	-1,000	Closed	-$29.4K	–	257
2021 Q4	$29.4K	Buy	+1,000	New	+$27.5K	0.01%	115
2021 Q1	–	Sell	-200	Closed	-$2.61K	–	272
2020 Q4	$2.61K	Sell	200 -280	-58%	-$3.75K	﹤0.01%	175
2020 Q3	$6.5K	Buy	+480	New	+$5.58K	﹤0.01%	137

Other funds holding NVDA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Halpern Financial's NVDA Position: Q3 2024 in Review

Halpern Financial increased its NVIDIA (NVDA) stake by 19% in Q3 2024, buying an estimated $8.98K and bringing the position to 466 shares worth $55.4K. The position accounts for 0.01% of the portfolio, ranked #90.

Halpern Financial first reported a position in NVDA in Q3 2020 and has held it in 6 quarters since. 4,619 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

Halpern Financial held 466 shares of NVIDIA worth $55.4K as of Q3 2024.
Halpern Financial bought 76 NVIDIA shares in Q3 2024, an estimated $8.98K.
NVIDIA made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #90 holding.
Halpern Financial first reported a position in NVIDIA in Q3 2020 and has held it in 6 quarters since.
4,619 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.