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Sound View Wealth Advisors’s NVIDIA NVDA Stock Holding History

Sound View Wealth 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
2019
Q1 		$401K Sell
89,440
-1,920
-2% -$7.45K 0.13% 156
2018
Q4 		$305K Buy
+91,360
New +$437K 0.11% 170

Other funds holding NVDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's NVDA Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its NVIDIA (NVDA) stake by 2.1% in Q1 2019, selling an estimated $7.45K and leaving 89,440 shares worth $401K. The position accounts for 0.13% of the portfolio, ranked #156.

Sound View Wealth Advisors first reported a position in NVDA in Q4 2018 and has held it in 2 quarters since. 1,361 funds tracked by Wall St. Rank hold NVDA as of Q1 2019.

  • Sound View Wealth Advisors held 89,440 shares of NVIDIA worth $401K as of Q1 2019.
  • Sound View Wealth Advisors sold 1,920 NVIDIA shares in Q1 2019, an estimated $7.45K.
  • NVIDIA made up 0.13% of Sound View Wealth Advisors's portfolio in Q1 2019, its #156 holding.
  • Sound View Wealth Advisors first reported a position in NVIDIA in Q4 2018 and has held it in 2 quarters since.
  • 1,361 funds tracked by Wall St. Rank held NVIDIA as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.