Polaris Wealth Advisory Group’s NVIDIA NVDA Stock Holding History

Polaris Wealth Advisory 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 Q3	$8M	Buy	183,970 +154,940	+534%	+$6.94M	0.61%	58
2023 Q2	$1.23M	Sell	29,030 -70,360	-71%	-$2.34M	0.09%	106
2023 Q1	$2.76M	Sell	99,390 -9,890	-9%	-$214K	0.2%	91
2022 Q4	$1.75M	Buy	109,280 +30,940	+39%	+$454K	0.13%	95
2022 Q3	$914K	Sell	78,340 -101,440	-56%	-$1.6M	0.08%	99
2022 Q2	$2.73M	Sell	179,780 -141,730	-44%	-$2.67M	0.22%	69
2022 Q1	$7.78M	Sell	321,510 -158,810	-33%	-$3.98M	0.52%	62
2021 Q4	$14.1M	Sell	480,320 -53,150	-10%	-$1.46M	0.81%	41
2021 Q3	$11.2M	Sell	533,470 -489,610	-48%	-$10.2M	0.67%	51
2021 Q2	$20.7M	Sell	1,023,080 -39,960	-4%	-$641K	1.23%	31
2021 Q1	$15.3M	Buy	1,063,040 +663,080	+166%	+$8.91M	0.98%	38
2020 Q4	$5.31M	Sell	399,960 -963,480	-71%	-$12.9M	0.4%	76
2020 Q3	$18.6M	Buy	1,363,440 +1,322,840	+3,258%	+$15.4M	1.75%	18
2020 Q2	$387K	Sell	40,600 -3,840	-9%	-$31.1K	0.03%	114
2020 Q1	$293K	Sell	44,440 -4,880,840	-99%	-$30.8M	0.03%	103
2019 Q4	$30.7M	Buy	4,925,280 +4,716,520	+2,259%	+$24.5M	2.05%	14
2019 Q3	$903K	Buy	208,760 +158,280	+314%	+$666K	0.07%	99
2019 Q2	$210K	Sell	50,480 -6,308,600	-99%	-$26.1M	0.02%	136
2019 Q1	$29M	Sell	6,359,080 -200,320	-3%	-$777K	2.18%	7
2018 Q4	$21.9M	Buy	6,559,400 +2,287,280	+54%	+$10.9M	2.06%	19
2018 Q3	$30M	Sell	4,272,120 -906,960	-18%	-$5.9M	2.07%	9
2018 Q2	$30M	Sell	5,179,080 -2,480	-0%	-$15.1K	2.53%	6
2018 Q1	$30M	Buy	5,181,560 +105,640	+2%	+$621K	2.45%	6
2017 Q4	$24.6M	Buy	5,075,920 +168,000	+3%	+$834K	2.02%	11
2017 Q3	$21.9M	Sell	4,907,920 -2,047,600	-29%	-$8.51M	1.93%	12
2017 Q2	$25.1M	Sell	6,955,520 -589,920	-8%	-$1.87M	2.86%	7
2017 Q1	$20.5M	Sell	7,545,440 -1,298,000	-15%	-$3.45M	2.24%	10
2016 Q4	$23.6M	Sell	8,843,440 -3,968,840	-31%	-$8.29M	2.73%	7
2016 Q3	$21.9M	Sell	12,812,280 -4,467,840	-26%	-$6.6M	2.62%	7
2016 Q2	$20.3M	Buy	+17,280,120	New	+$17.8M	3.15%	7

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

Polaris Wealth Advisory Group's NVDA Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its NVIDIA (NVDA) stake by 534% in Q3 2023, buying an estimated $6.94M and bringing the position to 183,970 shares worth $8M. The position accounts for 0.61% of the portfolio, ranked #58.

Polaris Wealth Advisory Group first reported a position in NVDA in Q2 2016 and has held it in 30 quarters since. The position peaked at $30.7M in Q4 2019. 3,679 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.

Polaris Wealth Advisory Group held 183,970 shares of NVIDIA worth $8M as of Q3 2023.
Polaris Wealth Advisory Group bought 154,940 NVIDIA shares in Q3 2023, an estimated $6.94M.
NVIDIA made up 0.61% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #58 holding.
Polaris Wealth Advisory Group first reported a position in NVIDIA in Q2 2016 and has held it in 30 quarters since.
Polaris Wealth Advisory Group's NVIDIA position peaked at $30.7M in Q4 2019.
3,679 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.