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Midwest Wealth Management’s NVIDIA NVDA Stock Holding History

Midwest Wealth Management’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 		$3.79M Buy
138,830
+1,870
+1% +$46.9K 2.3% 3
2021
Q4 		$4.03M Sell
136,960
-2,140
-2% -$58.9K 2.52% 3
2021
Q3 		$2.88M Sell
139,100
-4,940
-3% -$103K 1.98% 7
2021
Q2 		$2.88M Sell
144,040
-1,000
-0.7% -$16K 2.06% 8
2021
Q1 		$1.94M Buy
145,040
+1,200
+0.8% +$16.1K 1.57% 20
2020
Q4 		$1.88M Buy
+143,840
New +$1.93M 1.72% 15

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 $4.14B AUM 15.99% 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

Midwest Wealth Management's NVDA Position: Q1 2022 in Review

Midwest Wealth Management increased its NVIDIA (NVDA) stake by 1.4% in Q1 2022, buying an estimated $46.9K and bringing the position to 138,830 shares worth $3.79M. The position accounts for 2.3% of the portfolio, ranked #3.

Midwest Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 6 quarters since. The position peaked at $4.03M in Q4 2021. 3,097 funds tracked by Wall St. Rank hold NVDA as of Q1 2022.

  • Midwest Wealth Management held 138,830 shares of NVIDIA worth $3.79M as of Q1 2022.
  • Midwest Wealth Management bought 1,870 NVIDIA shares in Q1 2022, an estimated $46.9K.
  • NVIDIA made up 2.3% of Midwest Wealth Management's portfolio in Q1 2022, its #3 holding.
  • Midwest Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 6 quarters since.
  • Midwest Wealth Management's NVIDIA position peaked at $4.03M in Q4 2021.
  • 3,097 funds tracked by Wall St. Rank held NVIDIA as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.