HBC Financial Services’s NVIDIA NVDA Stock Holding History

HBC Financial Services’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 Q4	$85K	Buy	640 +65	+11%	+$8.96K	0.05%	58
2024 Q3	$80K	Buy	575 +75	+15%	+$8.86K	0.05%	60
2024 Q2	$55K	Buy	500 +170	+52%	+$17.2K	0.04%	71
2024 Q1	$27K	Buy	+330	New	+$23.9K	0.02%	86
2023 Q4	–	Sell	-100	Closed	-$4K	–	192
2023 Q3	$4K	Buy	+100	New	+$4.48K	﹤0.01%	134
2022 Q4	–	Sell	-10,000	Closed	-$51K	–	178
2022 Q3	$51K	Buy	10,000 +7,000	+233%	+$111K	0.04%	56
2022 Q2	$47K	Buy	3,000 +1,000	+50%	+$18.9K	0.04%	63
2022 Q1	$37K	Hold	2,000	–	–	0.03%	69
2021 Q4	$58K	Buy	2,000 +800	+67%	+$22K	0.04%	53
2021 Q3	$25K	Hold	1,200	–	–	0.02%	82
2021 Q2	$22K	Sell	1,200 -600	-33%	-$9.62K	0.01%	104
2021 Q1	$29K	Buy	1,800 +400	+29%	+$5.38K	0.02%	91
2020 Q4	$19K	Hold	1,400	–	–	0.01%	111
2020 Q3	$19K	Buy	1,400 +600	+75%	+$6.98K	0.02%	103
2020 Q2	$8K	Sell	800 -200	-20%	-$1.62K	0.01%	121
2020 Q1	$6K	Sell	1,000 -1,000	-50%	-$6.31K	0.01%	127
2019 Q4	$12K	Buy	+2,000	New	+$10.4K	0.01%	132

Other funds holding NVDA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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

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