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Lucia Wealth Services’s NVIDIA NVDA Stock Holding History

Lucia Wealth Services’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
2020
Q3 		$25K Hold
1,880
– – 0.01% 172
2020
Q2 		$18K Buy
+1,880
New +$15.2K ﹤0.01% 167
2019
Q2 		– Sell
-365,360
Closed -$1.64M – 187
2019
Q1 		$1.64M Buy
365,360
+70,120
+24% +$272K 0.56% 40
2018
Q4 		$985K Buy
+295,240
New +$1.41M 0.46% 47

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
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
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
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

Lucia Wealth Services's NVDA Position: Q3 2020 in Review

Lucia Wealth Services held its NVIDIA (NVDA) position steady in Q3 2020 at 1,880 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #172.

Lucia Wealth Services first reported a position in NVDA in Q4 2018 and has held it in 4 quarters since. The position peaked at $1.64M in Q1 2019. 2,058 funds tracked by Wall St. Rank hold NVDA as of Q3 2020.

  • Lucia Wealth Services held 1,880 shares of NVIDIA worth $25K as of Q3 2020.
  • Lucia Wealth Services left its NVIDIA share count unchanged in Q3 2020.
  • NVIDIA made up 0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #172 holding.
  • Lucia Wealth Services first reported a position in NVIDIA in Q4 2018 and has held it in 4 quarters since.
  • Lucia Wealth Services's NVIDIA position peaked at $1.64M in Q1 2019.
  • 2,058 funds tracked by Wall St. Rank held NVIDIA as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.