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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 		– Sell
-55,000
Closed -$3.96K – 772
2024
Q1 		$3.96K Buy
+55,000
New +$3.99M ﹤0.01% 521

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. 4,544 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.
  • 4,544 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.