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Laurel Wealth Planning’s NVIDIA NVDA Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-6,000
Closed -$87.7K – 152
2022
Q4 		$87.7K Hold
6,000
– – 0.06% 86
2022
Q3 		$73K Hold
6,000
– – 0.05% 88
2022
Q2 		$91K Hold
6,000
– – 0.06% 84
2022
Q1 		$164K Buy
+6,000
New +$150K 0.11% 73

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Planning's NVDA Position: Q1 2023 in Review

Laurel Wealth Planning sold out of NVIDIA (NVDA) in Q1 2023, closing a stake of 6,000 shares — an estimated $87.7K sold.

Laurel Wealth Planning first reported a position in NVDA in Q1 2022 and held it in 4 quarters. The position peaked at $164K in Q1 2022. 3,235 funds tracked by Wall St. Rank hold NVDA as of Q1 2023.

  • Laurel Wealth Planning reported no remaining NVIDIA position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 6,000 NVIDIA shares in Q1 2023, an estimated $87.7K.
  • Laurel Wealth Planning first reported a position in NVIDIA in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's NVIDIA position peaked at $164K in Q1 2022.
  • 3,235 funds tracked by Wall St. Rank held NVIDIA as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.