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Legacy Wealth Partners (California)’s NVIDIA NVDA Stock Holding History

Legacy Wealth Partners (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
2021
Q2 		$2M Sell
100,080
-2,640
-3% -$42.3K 1.11% 18
2021
Q1 		$1.37M Buy
102,720
+23,200
+29% +$312K 0.8% 25
2020
Q4 		$1.04M Buy
79,520
+5,680
+8% +$76K 0.65% 35
2020
Q3 		$999K Sell
73,840
-14,400
-16% -$168K 0.71% 28
2020
Q2 		$838K Buy
88,240
+15,240
+21% +$123K 0.63% 32
2020
Q1 		$481K Sell
73,000
-86,160
-54% -$544K 0.45% 43
2019
Q4 		$998K Buy
+159,160
New +$828K 0.73% 27

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Partners (California)'s NVDA Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its NVIDIA (NVDA) stake by 2.6% in Q2 2021, selling an estimated $42.3K and leaving 100,080 shares worth $2M. The position accounts for 1.11% of the portfolio, ranked #18.

Legacy Wealth Partners (California) first reported a position in NVDA in Q4 2019 and has held it in 7 quarters since. 2,513 funds tracked by Wall St. Rank hold NVDA as of Q2 2021.

  • Legacy Wealth Partners (California) held 100,080 shares of NVIDIA worth $2M as of Q2 2021.
  • Legacy Wealth Partners (California) sold 2,640 NVIDIA shares in Q2 2021, an estimated $42.3K.
  • NVIDIA made up 1.11% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #18 holding.
  • Legacy Wealth Partners (California) first reported a position in NVIDIA in Q4 2019 and has held it in 7 quarters since.
  • 2,513 funds tracked by Wall St. Rank held NVIDIA as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.