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Landmark Financial Advisors’s NVIDIA NVDA Stock Holding History

Landmark Financial Advisors’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
2023
Q4 		$593K Sell
11,970
-130
-1% -$6.03K 0.21% 53
2023
Q3 		$526K Sell
12,100
-680
-5% -$30.5K 0.21% 54
2023
Q2 		$541K Sell
12,780
-1,650
-11% -$54.8K 0.22% 55
2023
Q1 		$401K Buy
+14,430
New +$312K 0.18% 62

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Landmark Financial Advisors's NVDA Position: Q4 2023 in Review

Landmark Financial Advisors reduced its NVIDIA (NVDA) stake by 1.1% in Q4 2023, selling an estimated $6.03K and leaving 11,970 shares worth $593K. The position accounts for 0.21% of the portfolio, ranked #53.

Landmark Financial Advisors first reported a position in NVDA in Q1 2023 and has held it in 4 quarters since. 4,030 funds tracked by Wall St. Rank hold NVDA as of Q4 2023.

  • Landmark Financial Advisors held 11,970 shares of NVIDIA worth $593K as of Q4 2023.
  • Landmark Financial Advisors sold 130 NVIDIA shares in Q4 2023, an estimated $6.03K.
  • NVIDIA made up 0.21% of Landmark Financial Advisors's portfolio in Q4 2023, its #53 holding.
  • Landmark Financial Advisors first reported a position in NVIDIA in Q1 2023 and has held it in 4 quarters since.
  • 4,030 funds tracked by Wall St. Rank held NVIDIA as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.