NEIRG Wealth Management’s NVIDIA NVDA Stock Holding History

NEIRG 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
2023 Q3	–	Sell	-51,580	Closed	-$2.18M	–	80
2023 Q2	$2.18M	Sell	51,580 -12,910	-20%	-$429K	0.4%	55
2023 Q1	$1.79M	Sell	64,490 -56,030	-46%	-$1.21M	0.31%	67
2022 Q4	$1.76M	Sell	120,520 -5,450	-4%	-$79.9K	0.33%	71
2022 Q3	$1.53M	Sell	125,970 -4,470	-3%	-$70.7K	0.31%	76
2022 Q2	$1.98M	Buy	130,440 +3,360	+3%	+$63.4K	0.43%	70
2022 Q1	$3.47M	Sell	127,080 -15,940	-11%	-$400K	0.68%	43
2021 Q4	$4.21M	Buy	+143,020	New	+$3.94M	0.81%	35

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NEIRG Wealth Management's NVDA Position: Q3 2023 in Review

NEIRG Wealth Management sold out of NVIDIA (NVDA) in Q3 2023, closing a stake of 51,580 shares — an estimated $2.18M sold.

NEIRG Wealth Management first reported a position in NVDA in Q4 2021 and held it in 7 quarters. The position peaked at $4.21M in Q4 2021. 3,681 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.

NEIRG Wealth Management reported no remaining NVIDIA position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 51,580 NVIDIA shares in Q3 2023, an estimated $2.18M.
NEIRG Wealth Management first reported a position in NVIDIA in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's NVIDIA position peaked at $4.21M in Q4 2021.
3,681 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.