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Karpas Strategies’s NVIDIA NVDA Stock Holding History

Karpas 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
2024
Q2 		$970K Hold
7,850
– – 0.3% 65
2024
Q1 		$709K Sell
7,850
-900
-10% -$65.2K 0.22% 67
2023
Q4 		$433K Hold
8,750
– – 0.14% 84
2023
Q3 		$381K Hold
8,750
– – 0.14% 86
2023
Q2 		$370K Sell
8,750
-3,470
-28% -$115K 0.12% 91
2023
Q1 		$339K Buy
+12,220
New +$264K 0.12% 96
2022
Q2 		– Sell
-12,220
Closed -$333K – 121
2022
Q1 		$333K Buy
12,220
+1,260
+11% +$31.6K 0.11% 101
2021
Q4 		$322K Buy
+10,960
New +$302K 0.1% 101

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

Karpas Strategies's NVDA Position: Q2 2024 in Review

Karpas Strategies held its NVIDIA (NVDA) position steady in Q2 2024 at 7,850 shares worth $970K. The position accounts for 0.3% of the portfolio, ranked #65.

Karpas Strategies first reported a position in NVDA in Q4 2021 and has held it in 8 quarters since. 4,544 funds tracked by Wall St. Rank hold NVDA as of Q2 2024.

  • Karpas Strategies held 7,850 shares of NVIDIA worth $970K as of Q2 2024.
  • Karpas Strategies left its NVIDIA share count unchanged in Q2 2024.
  • NVIDIA made up 0.3% of Karpas Strategies's portfolio in Q2 2024, its #65 holding.
  • Karpas Strategies first reported a position in NVIDIA in Q4 2021 and has held it in 8 quarters since.
  • 4,544 funds tracked by Wall St. Rank held NVIDIA as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.