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Personal Wealth Partners’s NVIDIA NVDA Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-600
Closed -$12K – 291
2021
Q2 		$12K Buy
+600
New +$9.62K ﹤0.01% 256
2020
Q1 		– Sell
-600
Closed -$4K – 425
2019
Q4 		$4K Hold
600
– – ﹤0.01% 290
2019
Q3 		$3K Buy
+600
New +$2.52K ﹤0.01% 330

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal Wealth Partners's NVDA Position: Q3 2021 in Review

Personal Wealth Partners sold out of NVIDIA (NVDA) in Q3 2021, closing a stake of 600 shares — an estimated $12K sold.

Personal Wealth Partners first reported a position in NVDA in Q3 2019 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 2,596 funds tracked by Wall St. Rank hold NVDA as of Q3 2021.

  • Personal Wealth Partners reported no remaining NVIDIA position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 600 NVIDIA shares in Q3 2021, an estimated $12K.
  • Personal Wealth Partners first reported a position in NVIDIA in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's NVIDIA position peaked at $12K in Q2 2021.
  • 2,596 funds tracked by Wall St. Rank held NVIDIA as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.