Regimen Wealth’s NVIDIA NVDA Stock Holding History

Regimen Wealth’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	–	Sell	-10,390	Closed	-$289K	–	59
2023 Q1	$289K	Buy	+10,390	New	+$225K	0.12%	47

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

Regimen Wealth's NVDA Position: Q2 2023 in Review

Regimen Wealth sold out of NVIDIA (NVDA) in Q2 2023, closing a stake of 10,390 shares — an estimated $289K sold.

Regimen Wealth first reported a position in NVDA in Q1 2023 and held it in 1 quarter. The position peaked at $289K in Q1 2023. 3,562 funds tracked by Wall St. Rank hold NVDA as of Q2 2023.

Regimen Wealth reported no remaining NVIDIA position as of Q2 2023 after selling out during the quarter.
Regimen Wealth sold 10,390 NVIDIA shares in Q2 2023, an estimated $289K.
Regimen Wealth first reported a position in NVIDIA in Q1 2023 and held it in 1 quarter.
Regimen Wealth's NVIDIA position peaked at $289K in Q1 2023.
3,562 funds tracked by Wall St. Rank held NVIDIA as of Q2 2023.

Based on Regimen Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.