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Intelligent Financial Strategies’s NVIDIA NVDA Stock Holding History

Intelligent Financial Strategies’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
2022
Q3 		– Sell
-3,200
Closed -$49K – 95
2022
Q2 		$49K Hold
3,200
– – 0.05% 60
2022
Q1 		$87K Sell
3,200
-3,200
-50% -$80.3K 0.08% 57
2021
Q4 		$188K Buy
+6,400
New +$176K 0.17% 48

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Intelligent Financial Strategies's NVDA Position: Q3 2022 in Review

Intelligent Financial Strategies sold out of NVIDIA (NVDA) in Q3 2022, closing a stake of 3,200 shares — an estimated $49K sold.

Intelligent Financial Strategies first reported a position in NVDA in Q4 2021 and held it in 3 quarters. The position peaked at $188K in Q4 2021. 2,683 funds tracked by Wall St. Rank hold NVDA as of Q3 2022.

  • Intelligent Financial Strategies reported no remaining NVIDIA position as of Q3 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 3,200 NVIDIA shares in Q3 2022, an estimated $49K.
  • Intelligent Financial Strategies first reported a position in NVIDIA in Q4 2021 and held it in 3 quarters.
  • Intelligent Financial Strategies's NVIDIA position peaked at $188K in Q4 2021.
  • 2,683 funds tracked by Wall St. Rank held NVIDIA as of Q3 2022.

Based on Intelligent Financial Strategies's 13F filing for Q3 2022, filed 10 Nov 2022.