HFR Wealth Management’s NVIDIA NVDA Stock Holding History

HFR 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
2023 Q2	–	Sell	-40,000	Closed	-$1.11M	–	60
2023 Q1	$1.11M	Sell	40,000 -8,000	-17%	-$173K	0.32%	37
2022 Q4	$701K	Buy	+48,000	New	+$704K	0.2%	38

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

HFR Wealth Management's NVDA Position: Q2 2023 in Review

HFR Wealth Management sold out of NVIDIA (NVDA) in Q2 2023, closing a stake of 40,000 shares — an estimated $1.11M sold.

HFR Wealth Management first reported a position in NVDA in Q4 2022 and held it in 2 quarters. The position peaked at $1.11M in Q1 2023. 3,562 funds tracked by Wall St. Rank hold NVDA as of Q2 2023.

HFR Wealth Management reported no remaining NVIDIA position as of Q2 2023 after selling out during the quarter.
HFR Wealth Management sold 40,000 NVIDIA shares in Q2 2023, an estimated $1.11M.
HFR Wealth Management first reported a position in NVIDIA in Q4 2022 and held it in 2 quarters.
HFR Wealth Management's NVIDIA position peaked at $1.11M in Q1 2023.
3,562 funds tracked by Wall St. Rank held NVIDIA as of Q2 2023.

Based on HFR Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.