Partnervest Advisory Services’s NVIDIA NVDA Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$398K	Buy	29,440 +2,000	+7%	+$23.3K	0.13%	136
2020 Q2	$261K	Buy	+27,440	New	+$222K	0.1%	163
2020 Q1	–	Sell	-40,840	Closed	-$240K	–	242
2019 Q4	$240K	Sell	40,840 -44,120	-52%	-$229K	0.09%	183
2019 Q3	$370K	Buy	84,960 +18,160	+27%	+$76.4K	0.13%	132
2019 Q2	$274K	Sell	66,800 -40,720	-38%	-$169K	0.11%	158
2019 Q1	$483K	Buy	+107,520	New	+$417K	0.2%	92
2018 Q4	–	Sell	-43,320	Closed	-$304K	–	240
2018 Q3	$304K	Buy	43,320 +2,400	+6%	+$15.6K	0.12%	167
2018 Q2	$242K	Buy	+40,920	New	+$249K	0.11%	169
2014 Q3	–	Sell	-440	Closed	–	–	585
2014 Q2	$0	Hold	440	–	–	﹤0.01%	1078
2014 Q1	$0	Buy	+440	New	+$188	﹤0.01%	1057

Other funds holding NVDA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Partnervest Advisory Services's NVDA Position: Q3 2020 in Review

Partnervest Advisory Services increased its NVIDIA (NVDA) stake by 7.3% in Q3 2020, buying an estimated $23.3K and bringing the position to 29,440 shares worth $398K. The position accounts for 0.13% of the portfolio, ranked #136.

Partnervest Advisory Services first reported a position in NVDA in Q1 2014 and has held it in 10 quarters since. The position peaked at $483K in Q1 2019. 2,058 funds tracked by Wall St. Rank hold NVDA as of Q3 2020.

Partnervest Advisory Services held 29,440 shares of NVIDIA worth $398K as of Q3 2020.
Partnervest Advisory Services bought 2,000 NVIDIA shares in Q3 2020, an estimated $23.3K.
NVIDIA made up 0.13% of Partnervest Advisory Services's portfolio in Q3 2020, its #136 holding.
Partnervest Advisory Services first reported a position in NVIDIA in Q1 2014 and has held it in 10 quarters since.
Partnervest Advisory Services's NVIDIA position peaked at $483K in Q1 2019.
2,058 funds tracked by Wall St. Rank held NVIDIA as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.