Piershale Financial Group’s NVIDIA NVDA Stock Holding History

Piershale 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
2023 Q2	$126K	Sell	2,980 -6,660	-69%	-$221K	0.08%	23
2023 Q1	$268K	Buy	9,640 +200	+2%	+$4.33K	0.21%	9
2022 Q4	$138K	Buy	+9,440	New	+$138K	0.11%	16
2022 Q2	–	Sell	-12,690	Closed	-$346K	–	11
2022 Q1	$346K	Sell	12,690 -500	-4%	-$12.5K	0.31%	8
2021 Q4	$388K	Sell	13,190 -111,260	-89%	-$3.06M	0.15%	16
2021 Q3	$2.58M	Buy	124,450 +1,250	+1%	+$26K	1.06%	18
2021 Q2	$2.46M	Buy	123,200 +101,600	+470%	+$1.63M	0.97%	17
2021 Q1	$288K	Sell	21,600 -120	-0.6%	-$1.61K	0.12%	26
2020 Q4	$284K	Buy	21,720 +120	+0.6%	+$1.61K	0.14%	24
2020 Q3	$292K	Hold	21,600	–	–	0.17%	14
2020 Q2	$205K	Buy	+21,600	New	+$175K	0.12%	21
2016 Q4	–	Sell	-21,600	Closed	-$37K	–	98
2016 Q3	$37K	Hold	21,600	–	–	0.03%	42
2016 Q2	$25K	Hold	21,600	–	–	0.02%	54
2016 Q1	$19K	Hold	21,600	–	–	0.01%	62
2015 Q4	$18K	Hold	21,600	–	–	0.01%	82
2015 Q3	$13K	Hold	21,600	–	–	0.01%	65
2015 Q2	$11K	Hold	21,600	–	–	0.01%	73
2015 Q1	$11K	Hold	21,600	–	–	0.01%	77
2014 Q4	$11K	Hold	21,600	–	–	0.01%	102
2014 Q3	$10K	Hold	21,600	–	–	0.01%	88
2014 Q2	$10K	Hold	21,600	–	–	0.01%	99
2014 Q1	$10K	Hold	21,600	–	–	0.01%	82
2013 Q4	$9K	Sell	21,600 -21,600	-50%	-$8.36K	0.01%	69
2013 Q3	$16K	Buy	43,200 +21,600	+100%	+$8.03K	0.01%	62
2013 Q2	$8K	Buy	+21,600	New	+$7.46K	0.02%	63

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

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

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

Piershale Financial Group's NVDA Position: Q2 2023 in Review

Piershale Financial Group reduced its NVIDIA (NVDA) stake by 69% in Q2 2023, selling an estimated $221K and leaving 2,980 shares worth $126K. The position accounts for 0.08% of the portfolio, ranked #23.

Piershale Financial Group first reported a position in NVDA in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.58M in Q3 2021. 3,562 funds tracked by Wall St. Rank hold NVDA as of Q2 2023.

Piershale Financial Group held 2,980 shares of NVIDIA worth $126K as of Q2 2023.
Piershale Financial Group sold 6,660 NVIDIA shares in Q2 2023, an estimated $221K.
NVIDIA made up 0.08% of Piershale Financial Group's portfolio in Q2 2023, its #23 holding.
Piershale Financial Group first reported a position in NVIDIA in Q2 2013 and has held it in 25 quarters since.
Piershale Financial Group's NVIDIA position peaked at $2.58M in Q3 2021.
3,562 funds tracked by Wall St. Rank held NVIDIA as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.