Lake Point Wealth Management’s NVIDIA NVDA Stock Holding History

Lake Point 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
2022 Q2	$82K	Hold	5,400	–	–	0.05%	47
2022 Q1	$147K	Buy	5,400 +760	+16%	+$19.1K	0.07%	31
2021 Q4	$136K	Buy	4,640 +40	+0.9%	+$1.1K	0.06%	38
2021 Q3	$95K	Sell	4,600 -1,880	-29%	-$39K	0.04%	41
2021 Q2	$130K	Buy	+6,480	New	+$104K	0.06%	35
2020 Q1	$38K	Sell	5,720 -600	-9%	-$3.79K	0.03%	52
2019 Q4	$37K	Buy	+6,320	New	+$32.9K	0.01%	143
2019 Q2	$38K	Hold	9,320	–	–	0.01%	175
2019 Q1	$38K	Buy	9,320 +4,440	+91%	+$17.2K	0.01%	175
2018 Q4	$16K	Buy	+4,880	New	+$23.3K	0.01%	382

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Point Wealth Management's NVDA Position: Q2 2022 in Review

Lake Point Wealth Management held its NVIDIA (NVDA) position steady in Q2 2022 at 5,400 shares worth $82K. The position accounts for 0.05% of the portfolio, ranked #47.

Lake Point Wealth Management first reported a position in NVDA in Q4 2018 and has held it in 10 quarters since. The position peaked at $147K in Q1 2022. 2,825 funds tracked by Wall St. Rank hold NVDA as of Q2 2022.

Lake Point Wealth Management held 5,400 shares of NVIDIA worth $82K as of Q2 2022.
Lake Point Wealth Management left its NVIDIA share count unchanged in Q2 2022.
NVIDIA made up 0.05% of Lake Point Wealth Management's portfolio in Q2 2022, its #47 holding.
Lake Point Wealth Management first reported a position in NVIDIA in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's NVIDIA position peaked at $147K in Q1 2022.
2,825 funds tracked by Wall St. Rank held NVIDIA as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.