Minot Wealth Management’s NVIDIA NVDA Stock Holding History

Minot 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 Q2	$4.57M	Sell	301,470 -37,690	-11%	-$711K	1.17%	22
2022 Q1	$9.25M	Buy	339,160 +610	+0.2%	+$15.3K	1.99%	10
2021 Q4	$9.96M	Sell	338,550 -60,790	-15%	-$1.67M	1.92%	10
2021 Q3	$8.27M	Buy	399,340 +1,700	+0.4%	+$35.3K	1.79%	10
2021 Q2	$8.05M	Buy	397,640 +8,400	+2%	+$135K	1.76%	10
2021 Q1	$5.2M	Buy	389,240 +38,920	+11%	+$523K	1.33%	20
2020 Q4	$4.57M	Buy	350,320 +42,160	+14%	+$564K	1.36%	25
2020 Q3	$4.17M	Sell	308,160 -13,280	-4%	-$155K	1.57%	15
2020 Q2	$3.05M	Buy	321,440 +266,480	+485%	+$2.16M	1.52%	23
2020 Q1	$362K	Buy	+54,960	New	+$347K	0.26%	84

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Minot Wealth Management's NVDA Position: Q2 2022 in Review

Minot Wealth Management reduced its NVIDIA (NVDA) stake by 11% in Q2 2022, selling an estimated $711K and leaving 301,470 shares worth $4.57M. The position accounts for 1.17% of the portfolio, ranked #22.

Minot Wealth Management first reported a position in NVDA in Q1 2020 and has held it in 10 quarters since. The position peaked at $9.96M in Q4 2021. 2,826 funds tracked by Wall St. Rank hold NVDA as of Q2 2022.

Minot Wealth Management held 301,470 shares of NVIDIA worth $4.57M as of Q2 2022.
Minot Wealth Management sold 37,690 NVIDIA shares in Q2 2022, an estimated $711K.
NVIDIA made up 1.17% of Minot Wealth Management's portfolio in Q2 2022, its #22 holding.
Minot Wealth Management first reported a position in NVIDIA in Q1 2020 and has held it in 10 quarters since.
Minot Wealth Management's NVIDIA position peaked at $9.96M in Q4 2021.
2,826 funds tracked by Wall St. Rank held NVIDIA as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.