ML&R Wealth Management’s NVIDIA NVDA Stock Holding History

ML&R 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
2024 Q1	$465K	Sell	5,150 -540	-9%	-$39.1K	0.11%	44
2023 Q4	$282K	Buy	5,690 +50	+0.9%	+$2.32K	0.06%	61
2023 Q3	$245K	Sell	5,640 -14,670	-72%	-$657K	0.06%	57
2023 Q2	$859K	Buy	+20,310	New	+$674K	0.19%	49

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

ML&R Wealth Management's NVDA Position: Q1 2024 in Review

ML&R Wealth Management reduced its NVIDIA (NVDA) stake by 9.5% in Q1 2024, selling an estimated $39.1K and leaving 5,150 shares worth $465K. The position accounts for 0.11% of the portfolio, ranked #44.

ML&R Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 4 quarters since. The position peaked at $859K in Q2 2023. 4,338 funds tracked by Wall St. Rank hold NVDA as of Q1 2024.

ML&R Wealth Management held 5,150 shares of NVIDIA worth $465K as of Q1 2024.
ML&R Wealth Management sold 540 NVIDIA shares in Q1 2024, an estimated $39.1K.
NVIDIA made up 0.11% of ML&R Wealth Management's portfolio in Q1 2024, its #44 holding.
ML&R Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 4 quarters since.
ML&R Wealth Management's NVIDIA position peaked at $859K in Q2 2023.
4,338 funds tracked by Wall St. Rank held NVIDIA as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.