Ledge Wealth Management’s NVIDIA NVDA Stock Holding History

Ledge 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
2023 Q4	$499K	Sell	10,080 -1,630	-14%	-$75.5K	0.19%	48
2023 Q3	$509K	Buy	11,710 +2,410	+26%	+$108K	0.23%	47
2023 Q2	$393K	Sell	9,300 -12,250	-57%	-$407K	0.19%	49
2023 Q1	$599K	Sell	21,550 -570	-3%	-$12.3K	0.28%	48
2022 Q4	$323K	Buy	22,120 +950	+4%	+$13.9K	0.15%	61
2022 Q3	$257K	Sell	21,170 -1,530	-7%	-$24.2K	0.16%	60
2022 Q2	$344K	Buy	22,700 +1,670	+8%	+$31.5K	0.21%	57
2022 Q1	$574K	Buy	+21,030	New	+$527K	0.36%	51

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Ledge Wealth Management's NVDA Position: Q4 2023 in Review

Ledge Wealth Management reduced its NVIDIA (NVDA) stake by 14% in Q4 2023, selling an estimated $75.5K and leaving 10,080 shares worth $499K. The position accounts for 0.19% of the portfolio, ranked #48.

Ledge Wealth Management first reported a position in NVDA in Q1 2022 and has held it in 8 quarters since. The position peaked at $599K in Q1 2023. 4,023 funds tracked by Wall St. Rank hold NVDA as of Q4 2023.

Ledge Wealth Management held 10,080 shares of NVIDIA worth $499K as of Q4 2023.
Ledge Wealth Management sold 1,630 NVIDIA shares in Q4 2023, an estimated $75.5K.
NVIDIA made up 0.19% of Ledge Wealth Management's portfolio in Q4 2023, its #48 holding.
Ledge Wealth Management first reported a position in NVIDIA in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's NVIDIA position peaked at $599K in Q1 2023.
4,023 funds tracked by Wall St. Rank held NVIDIA as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.