Mitchell & Pahl Private Wealth’s NVIDIA NVDA Stock Holding History

Mitchell & Pahl Private 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
2023 Q4	–	Sell	-6,730	Closed	-$293K	–	149
2023 Q3	$293K	Sell	6,730 -150	-2%	-$6.72K	0.17%	136
2023 Q2	$291K	Sell	6,880 -2,650	-28%	-$88K	0.18%	138
2023 Q1	$265K	Buy	+9,530	New	+$206K	0.17%	144
2022 Q2	–	Sell	-9,230	Closed	-$252K	–	167
2022 Q1	$252K	Hold	9,230	–	–	0.16%	149
2021 Q4	$271K	Buy	+9,230	New	+$254K	0.17%	139

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Mitchell & Pahl Private Wealth's NVDA Position: Q4 2023 in Review

Mitchell & Pahl Private Wealth sold out of NVIDIA (NVDA) in Q4 2023, closing a stake of 6,730 shares — an estimated $293K sold.

Mitchell & Pahl Private Wealth first reported a position in NVDA in Q4 2021 and held it in 5 quarters. The position peaked at $293K in Q3 2023. 4,023 funds tracked by Wall St. Rank hold NVDA as of Q4 2023.

Mitchell & Pahl Private Wealth reported no remaining NVIDIA position as of Q4 2023 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 6,730 NVIDIA shares in Q4 2023, an estimated $293K.
Mitchell & Pahl Private Wealth first reported a position in NVIDIA in Q4 2021 and held it in 5 quarters.
Mitchell & Pahl Private Wealth's NVIDIA position peaked at $293K in Q3 2023.
4,023 funds tracked by Wall St. Rank held NVIDIA as of Q4 2023.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.