Legacy Wealth Planning’s NVIDIA NVDA Stock Holding History

Legacy 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
2022 Q3	$446K	Buy	36,700 +250	+0.7%	+$3.95K	0.74%	32
2022 Q2	$553K	Buy	36,450 +1,000	+3%	+$18.9K	0.79%	31
2022 Q1	$967K	Sell	35,450 -950	-3%	-$23.8K	1.14%	19
2021 Q4	$1.07M	Sell	36,400 -9,640	-21%	-$265K	1.22%	16
2021 Q3	$954K	Buy	46,040 +400	+0.9%	+$8.31K	1.07%	23
2021 Q2	$913K	Buy	45,640 +8,600	+23%	+$138K	1.04%	25
2021 Q1	$494K	Sell	37,040 -4,000	-10%	-$53.8K	0.63%	39
2020 Q4	$536K	Buy	41,040 +4,000	+11%	+$53.6K	0.69%	31
2020 Q3	$501K	Sell	37,040 -1,800	-5%	-$20.9K	0.57%	35
2020 Q2	$369K	Buy	38,840 +8,000	+26%	+$64.7K	0.44%	40
2020 Q1	$203K	Buy	+30,840	New	+$195K	0.33%	65

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Planning's NVDA Position: Q3 2022 in Review

Legacy Wealth Planning increased its NVIDIA (NVDA) stake by 0.69% in Q3 2022, buying an estimated $3.95K and bringing the position to 36,700 shares worth $446K. The position accounts for 0.74% of the portfolio, ranked #32.

Legacy Wealth Planning first reported a position in NVDA in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2021. 2,683 funds tracked by Wall St. Rank hold NVDA as of Q3 2022.

Legacy Wealth Planning held 36,700 shares of NVIDIA worth $446K as of Q3 2022.
Legacy Wealth Planning bought 250 NVIDIA shares in Q3 2022, an estimated $3.95K.
NVIDIA made up 0.74% of Legacy Wealth Planning's portfolio in Q3 2022, its #32 holding.
Legacy Wealth Planning first reported a position in NVIDIA in Q1 2020 and has held it in 11 quarters since.
Legacy Wealth Planning's NVIDIA position peaked at $1.07M in Q4 2021.
2,683 funds tracked by Wall St. Rank held NVIDIA as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.