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KWM
Kolinsky Wealth Management’s
NVIDIA
NVDA
Stock Holding History
Kolinsky 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
Q4
$4.65M
Buy
34,614
+1,492
+5%
+$206K
2.84%
8
2024
Q3
$4.02M
Buy
33,122
+875
+3%
+$103K
2.62%
7
2024
Q2
$3.98M
Buy
32,247
+207
+0.6%
+$20.9K
2.85%
7
2024
Q1
$2.9M
Buy
32,040
+7,190
+29%
+$521K
2.21%
7
2023
Q4
$1.23M
Sell
24,850
-1,210
-5%
-$56.1K
1.08%
13
2023
Q3
$1.13M
Buy
26,060
+1,570
+6%
+$70.3K
1.13%
12
2023
Q2
$1,000K
Buy
24,490
+2,730
+13%
+$90.6K
0.95%
13
2023
Q1
$605K
Buy
21,760
+1,730
+9%
+$37.4K
0.64%
25
2022
Q4
$293K
Sell
20,030
-3,160
-14%
-$46.3K
0.33%
78
2022
Q3
$282K
Sell
23,190
-8,540
-27%
-$135K
0.35%
71
2022
Q2
$481K
Sell
31,730
-2,420
-7%
-$45.7K
0.57%
34
2022
Q1
$932K
Buy
34,150
+2,430
+8%
+$60.9K
0.91%
16
2021
Q4
$933K
Buy
+31,720
New
+$873K
0.86%
16
Other funds holding NVDA
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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