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Lenox Wealth Advisors’s NVIDIA NVDA Stock Holding History

Lenox Wealth Advisors’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
Q1 		$219K Buy
9,470
+480
+5% +$12K 0.03% 108
2021
Q4 		$264K Buy
8,990
+1,760
+24% +$48.4K 0.03% 89
2021
Q3 		$150K Buy
7,230
+150
+2% +$3.12K 0.02% 125
2021
Q2 		$142K Sell
7,080
-480
-6% -$7.69K 0.02% 132
2021
Q1 		$101K Sell
7,560
-880
-10% -$11.8K 0.01% 128
2020
Q4 		$110K Buy
8,440
+120
+1% +$1.61K 0.02% 118
2020
Q3 		$113K Buy
8,320
+800
+11% +$9.31K 0.02% 108
2020
Q2 		$71K Sell
7,520
-3,480
-32% -$28.2K 0.01% 124
2020
Q1 		$72K Sell
11,000
-1,240
-10% -$7.82K 0.01% 112
2019
Q4 		$72K Buy
12,240
+320
+3% +$1.66K 0.01% 139
2019
Q3 		$52K Hold
11,920
– – 0.01% 155
2019
Q2 		$49K Sell
11,920
-20,280
-63% -$84K 0.01% 146
2019
Q1 		$145K Hold
32,200
– – 0.03% 85
2018
Q4 		$107K Sell
32,200
-20,000
-38% -$95.7K 0.02% 97
2018
Q3 		$367K Buy
52,200
+35,400
+211% +$230K 0.07% 46
2018
Q2 		$99K Sell
16,800
-4,400
-21% -$26.7K 0.02% 84
2018
Q1 		$123K Buy
21,200
+7,840
+59% +$46.1K 0.03% 90
2017
Q4 		$65K Buy
+13,360
New +$66.4K 0.02% 94
2014
Q1 		– Sell
-3,920
Closed -$2K – 292
2013
Q4 		$2K Buy
+3,920
New +$1.52K ﹤0.01% 318

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's NVDA Position: Q1 2022 in Review

Lenox Wealth Advisors increased its NVIDIA (NVDA) stake by 5.3% in Q1 2022, buying an estimated $12K and bringing the position to 9,470 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #108.

Lenox Wealth Advisors first reported a position in NVDA in Q4 2013 and has held it in 19 quarters since. The position peaked at $367K in Q3 2018. 3,098 funds tracked by Wall St. Rank hold NVDA as of Q1 2022.

  • Lenox Wealth Advisors held 9,470 shares of NVIDIA worth $219K as of Q1 2022.
  • Lenox Wealth Advisors bought 480 NVIDIA shares in Q1 2022, an estimated $12K.
  • NVIDIA made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #108 holding.
  • Lenox Wealth Advisors first reported a position in NVIDIA in Q4 2013 and has held it in 19 quarters since.
  • Lenox Wealth Advisors's NVIDIA position peaked at $367K in Q3 2018.
  • 3,098 funds tracked by Wall St. Rank held NVIDIA as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.