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Reilly Financial Advisors’s NVIDIA NVDA Stock Holding History

Reilly Financial Advisors’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
Q4 		$118K Buy
+4,000
New +$110K 0.01% 260
2021
Q3 		– Sell
-4,000
Closed -$80K – 1012
2021
Q2 		$80K Buy
+4,000
New +$64.1K 0.01% 305

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's NVDA Position: Q4 2021 in Review

Reilly Financial Advisors increased its NVIDIA (NVDA) stake by 12% in Q4 2021, buying an estimated $178K and bringing the position to 60,620 shares worth $1.78M. The position accounts for 0.13% of the portfolio, ranked #104.

Reilly Financial Advisors first reported a position in NVDA in Q1 2014 and has held it in 32 quarters since. 3,083 funds tracked by Wall St. Rank hold NVDA as of Q4 2021.

  • Reilly Financial Advisors held 60,620 shares of NVIDIA worth $1.78M as of Q4 2021.
  • Reilly Financial Advisors bought 6,460 NVIDIA shares in Q4 2021, an estimated $178K.
  • NVIDIA made up 0.13% of Reilly Financial Advisors's portfolio in Q4 2021, its #104 holding.
  • Reilly Financial Advisors first reported a position in NVIDIA in Q1 2014 and has held it in 32 quarters since.
  • 3,083 funds tracked by Wall St. Rank held NVIDIA as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.