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Institutional & Family Asset Management’s NVIDIA NVDA Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$887K Buy
7,178
+638
+10% +$64.5K 0.14% 103
2024
Q1 		$591K Buy
6,540
+580
+10% +$42K 0.09% 111
2023
Q4 		$295K Sell
5,960
-390
-6% -$18.1K 0.05% 129
2023
Q3 		$276K Sell
6,350
-200
-3% -$8.96K 0.05% 126
2023
Q2 		$277K Sell
6,550
-840
-11% -$27.9K 0.05% 128
2023
Q1 		$205K Sell
7,390
-450
-6% -$9.74K 0.03% 142
2022
Q4 		$115K Sell
7,840
-20
-0.3% -$293 0.02% 162
2022
Q3 		$95K Buy
7,860
+250
+3% +$3.95K 0.02% 171
2022
Q2 		$115K Sell
7,610
-640
-8% -$12.1K 0.02% 163
2022
Q1 		$225K Sell
8,250
-460
-5% -$11.5K 0.04% 149
2021
Q4 		$256K Sell
8,710
-25,260
-74% -$695K 0.04% 143
2021
Q3 		$704K Buy
33,970
+5,890
+21% +$122K 0.11% 110
2021
Q2 		$562K Sell
28,080
-2,400
-8% -$38.5K 0.09% 116
2021
Q1 		$407K Buy
30,480
+6,640
+28% +$89.2K 0.08% 135
2020
Q4 		$311K Sell
23,840
-1,720
-7% -$23K 0.07% 141
2020
Q3 		$346K Sell
25,560
-4,920
-16% -$57.2K 0.08% 125
2020
Q2 		$289K Sell
30,480
-1,960
-6% -$15.9K 0.06% 144
2020
Q1 		$214K Buy
32,440
+4,640
+17% +$29.3K 0.05% 141
2019
Q4 		$164K Buy
27,800
+3,200
+13% +$16.6K 0.03% 186
2019
Q3 		$107K Buy
24,600
+13,680
+125% +$57.6K 0.02% 208
2019
Q2 		$45K Sell
10,920
-360
-3% -$1.49K 0.01% 323
2019
Q1 		$51K Buy
11,280
+880
+8% +$3.42K 0.01% 325
2018
Q4 		$35K Buy
10,400
+4,480
+76% +$21.4K 0.01% 353
2018
Q3 		$42K Sell
5,920
-14,520
-71% -$94.4K 0.01% 365
2018
Q2 		$121K Buy
20,440
+4,000
+24% +$24.3K 0.03% 236
2018
Q1 		$95K Buy
+16,440
New +$96.6K 0.02% 252

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's NVDA Position: Q2 2024 in Review

Institutional & Family Asset Management increased its NVIDIA (NVDA) stake by 9.8% in Q2 2024, buying an estimated $64.5K and bringing the position to 7,178 shares worth $887K. The position accounts for 0.14% of the portfolio, ranked #103.

Institutional & Family Asset Management first reported a position in NVDA in Q1 2018 and has held it in 26 quarters since. 4,543 funds tracked by Wall St. Rank hold NVDA as of Q2 2024.

  • Institutional & Family Asset Management held 7,178 shares of NVIDIA worth $887K as of Q2 2024.
  • Institutional & Family Asset Management bought 638 NVIDIA shares in Q2 2024, an estimated $64.5K.
  • NVIDIA made up 0.14% of Institutional & Family Asset Management's portfolio in Q2 2024, its #103 holding.
  • Institutional & Family Asset Management first reported a position in NVIDIA in Q1 2018 and has held it in 26 quarters since.
  • 4,543 funds tracked by Wall St. Rank held NVIDIA as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.