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Professional Planning’s NVIDIA NVDA Stock Holding History

Professional Planning’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
2021
Q3 		$4.35M Sell
210,000
-7,560
-3% -$157K 2.08% 10
2021
Q2 		$4.35M Buy
217,560
+14,160
+7% +$227K 2% 9
2021
Q1 		$2.71M Sell
203,400
-480
-0.2% -$6.45K 1.33% 15
2020
Q4 		$2.66M Buy
+203,880
New +$2.73M 1.08% 19
2020
Q3 		– Sell
-122,720
Closed -$1.17M – 80
2020
Q2 		$1.17M Buy
+122,720
New +$993K 0.62% 37

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Professional Planning's NVDA Position: Q3 2021 in Review

Professional Planning reduced its NVIDIA (NVDA) stake by 3.5% in Q3 2021, selling an estimated $157K and leaving 210,000 shares worth $4.35M. The position accounts for 2.08% of the portfolio, ranked #10.

Professional Planning first reported a position in NVDA in Q2 2020 and has held it in 5 quarters since. The position peaked at $4.35M in Q2 2021. 2,596 funds tracked by Wall St. Rank hold NVDA as of Q3 2021.

  • Professional Planning held 210,000 shares of NVIDIA worth $4.35M as of Q3 2021.
  • Professional Planning sold 7,560 NVIDIA shares in Q3 2021, an estimated $157K.
  • NVIDIA made up 2.08% of Professional Planning's portfolio in Q3 2021, its #10 holding.
  • Professional Planning first reported a position in NVIDIA in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's NVIDIA position peaked at $4.35M in Q2 2021.
  • 2,596 funds tracked by Wall St. Rank held NVIDIA as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.