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Milestone Wealth’s NVIDIA NVDA Stock Holding History

Milestone 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 		$213K Buy
17,580
+5,000
+40% +$79K 0.24% 45
2022
Q2 		$191K Buy
12,580
+650
+5% +$12.3K 0.2% 53
2022
Q1 		$351K Hold
11,930
– – 0.29% 38
2021
Q4 		$351K Buy
+11,930
New +$328K 0.28% 38

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Milestone Wealth's NVDA Position: Q3 2022 in Review

Milestone Wealth increased its NVIDIA (NVDA) stake by 40% in Q3 2022, buying an estimated $79K and bringing the position to 17,580 shares worth $213K. The position accounts for 0.24% of the portfolio, ranked #45.

Milestone Wealth first reported a position in NVDA in Q4 2021 and has held it in 4 quarters since. The position peaked at $351K in Q1 2022. 2,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2022.

  • Milestone Wealth held 17,580 shares of NVIDIA worth $213K as of Q3 2022.
  • Milestone Wealth bought 5,000 NVIDIA shares in Q3 2022, an estimated $79K.
  • NVIDIA made up 0.24% of Milestone Wealth's portfolio in Q3 2022, its #45 holding.
  • Milestone Wealth first reported a position in NVIDIA in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's NVIDIA position peaked at $351K in Q1 2022.
  • 2,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.