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Laurel Wealth Advisors (California)’s NVIDIA NVDA Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$5.31M Sell
365,130
-26,390
-7% -$387K 0.52% 43
2022
Q3 		$4.61M Buy
391,520
+17,390
+5% +$275K 0.49% 43
2022
Q2 		$5.67M Sell
374,130
-39,180
-9% -$739K 0.58% 35
2022
Q1 		$11.2M Buy
413,310
+3,590
+0.9% +$90K 0.93% 15
2021
Q4 		$12M Buy
409,720
+291,210
+246% +$8.01M 0.93% 14
2021
Q3 		$2.46M Sell
118,510
-61,690
-34% -$1.28M 0.45% 45
2021
Q2 		$3.6M Buy
180,200
+66,400
+58% +$1.06M 0.47% 49
2021
Q1 		$1.52M Sell
113,800
-2,080
-2% -$28K 0.23% 99
2020
Q4 		$1.51M Sell
115,880
-1,440
-1% -$19.3K 0.22% 107
2020
Q3 		$1.59M Buy
117,320
+9,120
+8% +$106K 0.26% 91
2020
Q2 		$1.03M Sell
108,200
-27,200
-20% -$220K 0.19% 126
2020
Q1 		$893K Sell
135,400
-97,360
-42% -$614K 0.21% 123
2019
Q4 		$1.37M Sell
232,760
-307,440
-57% -$1.6M 0.23% 122
2019
Q3 		$2.35M Buy
540,200
+287,160
+113% +$1.21M 0.4% 58
2019
Q2 		$1.04M Sell
253,040
-46,960
-16% -$195K 0.23% 119
2019
Q1 		$1.35M Buy
300,000
+87,160
+41% +$338K 0.33% 85
2018
Q4 		$709K Buy
212,840
+36,720
+21% +$176K 0.21% 121
2018
Q3 		$1.63M Sell
176,120
-4,040
-2% -$26.3K 0.4% 62
2018
Q2 		$1.07M Buy
180,160
+7,000
+4% +$42.5K 0.28% 95
2018
Q1 		$1M Buy
173,160
+11,040
+7% +$64.8K 0.31% 84
2017
Q4 		$784K Buy
162,120
+52,960
+49% +$263K 0.23% 103
2017
Q3 		$487K Buy
109,160
+29,800
+38% +$124K 0.16% 150
2017
Q2 		$286K Buy
+79,360
New +$252K 0.1% 218

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Laurel Wealth Advisors (California)'s NVDA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its NVIDIA (NVDA) stake by 6.7% in Q4 2022, selling an estimated $387K and leaving 365,130 shares worth $5.31M. The position accounts for 0.52% of the portfolio, ranked #43.

Laurel Wealth Advisors (California) first reported a position in NVDA in Q2 2017 and has held it in 23 quarters since. The position peaked at $12M in Q4 2021. 2,896 funds tracked by Wall St. Rank hold NVDA as of Q4 2022.

  • Laurel Wealth Advisors (California) held 365,130 shares of NVIDIA worth $5.31M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 26,390 NVIDIA shares in Q4 2022, an estimated $387K.
  • NVIDIA made up 0.52% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #43 holding.
  • Laurel Wealth Advisors (California) first reported a position in NVIDIA in Q2 2017 and has held it in 23 quarters since.
  • Laurel Wealth Advisors (California)'s NVIDIA position peaked at $12M in Q4 2021.
  • 2,896 funds tracked by Wall St. Rank held NVIDIA as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.