Marks Wealth’s NVIDIA NVDA Stock Holding History

Marks Wealth’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	–	Sell	-43,100	Closed	-$653K	–	14
2022 Q2	$653K	Sell	43,100 -13,500	-24%	-$255K	0.77%	7
2022 Q1	$1.54M	Buy	56,600 +8,580	+18%	+$215K	0.47%	19
2021 Q4	$1.41M	Buy	48,020 +3,100	+7%	+$85.3K	0.44%	18
2021 Q3	$931K	Sell	44,920 -480	-1%	-$9.97K	0.3%	17
2021 Q2	$908K	Hold	45,400	–	–	0.31%	21
2021 Q1	$606K	Sell	45,400 -720	-2%	-$9.68K	0.2%	25
2020 Q4	$602K	Buy	+46,120	New	+$617K	0.21%	27

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

Marks Wealth's NVDA Position: Q3 2022 in Review

Marks Wealth sold out of NVIDIA (NVDA) in Q3 2022, closing a stake of 43,100 shares — an estimated $653K sold.

Marks Wealth first reported a position in NVDA in Q4 2020 and held it in 7 quarters. The position peaked at $1.54M in Q1 2022. 2,683 funds tracked by Wall St. Rank hold NVDA as of Q3 2022.

Marks Wealth reported no remaining NVIDIA position as of Q3 2022 after selling out during the quarter.
Marks Wealth sold 43,100 NVIDIA shares in Q3 2022, an estimated $653K.
Marks Wealth first reported a position in NVIDIA in Q4 2020 and held it in 7 quarters.
Marks Wealth's NVIDIA position peaked at $1.54M in Q1 2022.
2,683 funds tracked by Wall St. Rank held NVIDIA as of Q3 2022.

Based on Marks Wealth's 13F filing for Q3 2022, filed 18 Oct 2022.