High Pines Wealth Management’s NVIDIA NVDA Stock Holding History

High Pines 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 Q4	$807K	Buy	16,290 +540	+3%	+$25K	1.23%	13
2023 Q3	$685K	Sell	15,750 -4,780	-23%	-$214K	1.13%	13
2023 Q2	$868K	Sell	20,530 -10	-0%	-$332	1.32%	11
2023 Q1	$571K	Buy	20,540 +80	+0.4%	+$1.73K	0.95%	14
2022 Q4	$299K	Buy	20,460 +70	+0.3%	+$1.03K	0.52%	25
2022 Q3	$248K	Buy	20,390 +5,570	+38%	+$88.1K	0.47%	25
2022 Q2	$225K	Sell	14,820 -213,350	-94%	-$4.03M	0.42%	25
2022 Q1	$6.23M	Sell	228,170 -19,760	-8%	-$496K	4.58%	6
2021 Q4	$7.29M	Sell	247,930 -6,520	-3%	-$179K	5.08%	6
2021 Q3	$5.27M	Buy	254,450 +13,410	+6%	+$278K	3.62%	8
2021 Q2	$4.82M	Buy	241,040 +6,000	+3%	+$96.2K	3.64%	7
2021 Q1	$3.14M	Sell	235,040 -99,920	-30%	-$1.34M	2.77%	19
2020 Q4	$4.37M	Buy	+334,960	New	+$4.48M	4.04%	8

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

High Pines Wealth Management's NVDA Position: Q4 2023 in Review

High Pines Wealth Management increased its NVIDIA (NVDA) stake by 3.4% in Q4 2023, buying an estimated $25K and bringing the position to 16,290 shares worth $807K. The position accounts for 1.23% of the portfolio, ranked #13.

High Pines Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 13 quarters since. The position peaked at $7.29M in Q4 2021. 4,023 funds tracked by Wall St. Rank hold NVDA as of Q4 2023.

High Pines Wealth Management held 16,290 shares of NVIDIA worth $807K as of Q4 2023.
High Pines Wealth Management bought 540 NVIDIA shares in Q4 2023, an estimated $25K.
NVIDIA made up 1.23% of High Pines Wealth Management's portfolio in Q4 2023, its #13 holding.
High Pines Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 13 quarters since.
High Pines Wealth Management's NVIDIA position peaked at $7.29M in Q4 2021.
4,023 funds tracked by Wall St. Rank held NVIDIA as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.