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Private Wealth Strategies’s NVIDIA NVDA Stock Holding History

Private Wealth Strategies’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
Q2 		$1.29M Buy
10,451
+7,371
+239% +$745K 0.26% 22
2024
Q1 		$278K Sell
3,080
-6,260
-67% -$454K 0.06% 56
2023
Q4 		$463K Hold
9,340
– – 0.1% 46
2023
Q3 		$406K Buy
9,340
+1,500
+19% +$67.2K 0.1% 46
2023
Q2 		$332K Buy
7,840
+390
+5% +$12.9K 0.08% 56
2023
Q1 		$207K Buy
+7,450
New +$161K 0.05% 72

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Strategies's NVDA Position: Q2 2024 in Review

Private Wealth Strategies increased its NVIDIA (NVDA) stake by 239% in Q2 2024, buying an estimated $745K and bringing the position to 10,451 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #22.

Private Wealth Strategies first reported a position in NVDA in Q1 2023 and has held it in 6 quarters since. 4,543 funds tracked by Wall St. Rank hold NVDA as of Q2 2024.

  • Private Wealth Strategies held 10,451 shares of NVIDIA worth $1.29M as of Q2 2024.
  • Private Wealth Strategies bought 7,371 NVIDIA shares in Q2 2024, an estimated $745K.
  • NVIDIA made up 0.26% of Private Wealth Strategies's portfolio in Q2 2024, its #22 holding.
  • Private Wealth Strategies first reported a position in NVIDIA in Q1 2023 and has held it in 6 quarters since.
  • 4,543 funds tracked by Wall St. Rank held NVIDIA as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.