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Private Wealth Advisors (Pennsylvania)’s NVIDIA NVDA Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		$1.48M Sell
113,480
-1,800
-2% -$24.1K 0.84% 27
2020
Q3 		$1.56M Sell
115,280
-1,600
-1% -$18.6K 1% 25
2020
Q2 		$1.11M Hold
116,880
– – 0.76% 32
2020
Q1 		$826K Buy
116,880
+19,080
+20% +$120K 0.63% 39
2019
Q4 		$606K Sell
97,800
-20,320
-17% -$106K 0.32% 73
2019
Q3 		$514K Buy
118,120
+40
+0% +$168 0.26% 83
2019
Q2 		$485K Buy
118,080
+26,840
+29% +$111K 0.17% 102
2019
Q1 		$410K Buy
91,240
+22,640
+33% +$87.9K 0.15% 106
2018
Q4 		$229K Buy
68,600
+16,200
+31% +$77.5K 0.1% 119
2018
Q3 		$368K Buy
52,400
+7,800
+17% +$50.7K 0.14% 109
2018
Q2 		$264K Hold
44,600
– – 0.11% 117
2018
Q1 		$258K Sell
44,600
-1,600
-3% -$9.4K 0.1% 120
2017
Q4 		$223K Buy
+46,200
New +$229K 0.09% 123

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s NVDA Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its NVIDIA (NVDA) stake by 1.6% in Q4 2020, selling an estimated $24.1K and leaving 113,480 shares worth $1.48M. The position accounts for 0.84% of the portfolio, ranked #27.

Private Wealth Advisors (Pennsylvania) first reported a position in NVDA in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.56M in Q3 2020. 2,308 funds tracked by Wall St. Rank hold NVDA as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 113,480 shares of NVIDIA worth $1.48M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 1,800 NVIDIA shares in Q4 2020, an estimated $24.1K.
  • NVIDIA made up 0.84% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #27 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in NVIDIA in Q4 2017 and has held it in 13 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s NVIDIA position peaked at $1.56M in Q3 2020.
  • 2,308 funds tracked by Wall St. Rank held NVIDIA as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.