Lumature Wealth Partners’s NVIDIA NVDA Stock Holding History

Lumature Wealth Partners’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 Q2	$52K	Hold	1,230	–	–	0.03%	221
2023 Q1	$34.2K	Sell	1,230 -100	-8%	-$2.16K	0.02%	238
2022 Q4	$19.4K	Sell	1,330 -1,800	-58%	-$26.4K	0.01%	273
2022 Q3	$38K	Buy	3,130 +2,500	+397%	+$39.5K	0.02%	241
2022 Q2	$10K	Sell	630 -19,520	-97%	-$368K	﹤0.01%	318
2022 Q1	$550K	Sell	20,150 -8,730	-30%	-$219K	0.22%	87
2021 Q4	$849K	Sell	28,880 -1,250	-4%	-$34.4K	0.33%	72
2021 Q3	$624K	Sell	30,130 -630	-2%	-$13.1K	0.26%	85
2021 Q2	$615K	Sell	30,760 -920	-3%	-$14.7K	0.25%	84
2021 Q1	$423K	Buy	31,680 +3,920	+14%	+$52.7K	0.22%	93
2020 Q4	$362K	Buy	+27,760	New	+$372K	0.34%	89

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lumature Wealth Partners's NVDA Position: Q2 2023 in Review

Lumature Wealth Partners held its NVIDIA (NVDA) position steady in Q2 2023 at 1,230 shares worth $52K. The position accounts for 0.03% of the portfolio, ranked #221.

Lumature Wealth Partners first reported a position in NVDA in Q4 2020 and has held it in 11 quarters since. The position peaked at $849K in Q4 2021. 3,562 funds tracked by Wall St. Rank hold NVDA as of Q2 2023.

Lumature Wealth Partners held 1,230 shares of NVIDIA worth $52K as of Q2 2023.
Lumature Wealth Partners left its NVIDIA share count unchanged in Q2 2023.
NVIDIA made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #221 holding.
Lumature Wealth Partners first reported a position in NVIDIA in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's NVIDIA position peaked at $849K in Q4 2021.
3,562 funds tracked by Wall St. Rank held NVIDIA as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.