Peterson Financial Group’s NVIDIA NVDA Stock Holding History

Peterson Financial Group’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 Q3	$228K	Sell	1,875 -128	-6%	-$15.1K	0.88%	33
2024 Q2	$247K	Buy	+2,003	New	+$203K	1.51%	29
2023 Q1	–	Sell	-88,510	Closed	-$1.29M	–	58
2022 Q4	$1.29M	Sell	88,510 -47,990	-35%	-$704K	1.71%	20
2022 Q3	$1.66M	Buy	136,500 +17,240	+14%	+$273K	1.61%	21
2022 Q2	$1.81M	Buy	119,260 +10,150	+9%	+$192K	1.7%	19
2022 Q1	$2.98M	Buy	109,110 +4,490	+4%	+$113K	2.47%	6
2021 Q4	$3.08M	Buy	+104,620	New	+$2.88M	2.51%	5

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Peterson Financial Group's NVDA Position: Q3 2024 in Review

Peterson Financial Group reduced its NVIDIA (NVDA) stake by 6.4% in Q3 2024, selling an estimated $15.1K and leaving 1,875 shares worth $228K. The position accounts for 0.88% of the portfolio, ranked #33.

Peterson Financial Group first reported a position in NVDA in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.08M in Q4 2021. 4,619 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

Peterson Financial Group held 1,875 shares of NVIDIA worth $228K as of Q3 2024.
Peterson Financial Group sold 128 NVIDIA shares in Q3 2024, an estimated $15.1K.
NVIDIA made up 0.88% of Peterson Financial Group's portfolio in Q3 2024, its #33 holding.
Peterson Financial Group first reported a position in NVIDIA in Q4 2021 and has held it in 7 quarters since.
Peterson Financial Group's NVIDIA position peaked at $3.08M in Q4 2021.
4,619 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.