Heritage Wealth Management (Arizona)’s NVIDIA NVDA Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$257K	Buy	+2,080	New	+$210K	0.14%	132
2022 Q4	$583K	Buy	39,900 +19,550	+96%	+$287K	0.08%	175
2022 Q3	$247K	Buy	20,350 +3,580	+21%	+$56.6K	0.08%	185
2022 Q2	$254K	Sell	16,770 -380	-2%	-$7.17K	0.08%	188
2022 Q1	$468K	Buy	+17,150	New	+$430K	0.13%	126
2021 Q3	$441K	Sell	21,270 -1,170	-5%	-$24.3K	0.16%	104
2021 Q2	$449K	Buy	22,440 +4,960	+28%	+$79.5K	0.17%	98
2021 Q1	$233K	Buy	+17,480	New	+$235K	0.13%	144

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 $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NVDA Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) opened a new position in NVIDIA (NVDA) in Q2 2024: 2,080 shares worth $257K. The stake represents 0.14% of the portfolio and ranks #132 among its holdings. This is a return to the name: Heritage Wealth Management (Arizona) previously reported a position in NVDA as recently as Q4 2022.

Heritage Wealth Management (Arizona) first reported a position in NVDA in Q1 2021 and has held it in 8 quarters since. The position peaked at $583K in Q4 2022. 4,552 funds tracked by Wall St. Rank hold NVDA as of Q2 2024.

Heritage Wealth Management (Arizona) held 2,080 shares of NVIDIA worth $257K as of Q2 2024.
NVIDIA was a new Heritage Wealth Management (Arizona) position in Q2 2024.
NVIDIA made up 0.14% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #132 holding.
Heritage Wealth Management (Arizona) first reported a position in NVIDIA in Q1 2021 and has held it in 8 quarters since.
Heritage Wealth Management (Arizona)'s NVIDIA position peaked at $583K in Q4 2022.
4,552 funds tracked by Wall St. Rank held NVIDIA as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.