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Janiczek Wealth Management’s NVIDIA NVDA Stock Holding History

Janiczek 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
2024
Q2 		$5.17M Sell
41,872
-378
-0.9% -$38.2K 1.08% 17
2024
Q1 		$3.82M Buy
42,250
+8,910
+27% +$646K 0.81% 19
2023
Q4 		$1.65M Buy
33,340
+7,500
+29% +$348K 0.4% 30
2023
Q3 		$1.12M Buy
25,840
+5,160
+25% +$231K 0.3% 34
2023
Q2 		$875K Buy
20,680
+3,730
+22% +$124K 0.24% 38
2023
Q1 		$454K Buy
16,950
+3,980
+31% +$86.1K 0.13% 58
2022
Q4 		$214K Buy
12,970
+740
+6% +$10.9K 0.06% 114
2022
Q3 		$143K Sell
12,230
-5,430
-31% -$85.8K 0.05% 142
2022
Q2 		$321K Sell
17,660
-11,070
-39% -$209K 0.1% 68
2022
Q1 		$783K Buy
28,730
+1,970
+7% +$49.4K 0.22% 41
2021
Q4 		$787K Buy
26,760
+1,400
+6% +$38.5K 0.24% 38
2021
Q3 		$525K Buy
25,360
+8,280
+48% +$172K 0.19% 41
2021
Q2 		$342K Buy
17,080
+8,040
+89% +$129K 0.12% 51
2021
Q1 		$121K Sell
9,040
-5,280
-37% -$71K 0.05% 121
2020
Q4 		$187K Buy
14,320
+11,200
+359% +$150K 0.09% 64
2020
Q3 		$42K Buy
+3,120
New +$36.3K 0.02% 107
2018
Q4 		– Sell
-4,000
Closed -$28K – 174
2018
Q3 		$28K Buy
+4,000
New +$26K 0.01% 77

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

Janiczek Wealth Management's NVDA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its NVIDIA (NVDA) stake by 0.89% in Q2 2024, selling an estimated $38.2K and leaving 41,872 shares worth $5.17M. The position accounts for 1.08% of the portfolio, ranked #17.

Janiczek Wealth Management first reported a position in NVDA in Q3 2018 and has held it in 17 quarters since. 4,544 funds tracked by Wall St. Rank hold NVDA as of Q2 2024.

  • Janiczek Wealth Management held 41,872 shares of NVIDIA worth $5.17M as of Q2 2024.
  • Janiczek Wealth Management sold 378 NVIDIA shares in Q2 2024, an estimated $38.2K.
  • NVIDIA made up 1.08% of Janiczek Wealth Management's portfolio in Q2 2024, its #17 holding.
  • Janiczek Wealth Management first reported a position in NVIDIA in Q3 2018 and has held it in 17 quarters since.
  • 4,544 funds tracked by Wall St. Rank held NVIDIA as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.