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Soundmark Wealth Management’s NVIDIA NVDA Stock Holding History

Soundmark Wealth Management’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
Q3 		– Sell
-7,180
Closed -$304K – 63
2023
Q2 		$304K Buy
+7,180
New +$238K 0.17% 51
2022
Q2 		– Sell
-7,430
Closed -$203K – 61
2022
Q1 		$203K Buy
+7,430
New +$186K 0.14% 56

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
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

Soundmark Wealth Management's NVDA Position: Q3 2023 in Review

Soundmark Wealth Management sold out of NVIDIA (NVDA) in Q3 2023, closing a stake of 7,180 shares — an estimated $304K sold.

Soundmark Wealth Management first reported a position in NVDA in Q1 2022 and held it in 2 quarters. The position peaked at $304K in Q2 2023. 3,678 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.

  • Soundmark Wealth Management reported no remaining NVIDIA position as of Q3 2023 after selling out during the quarter.
  • Soundmark Wealth Management sold 7,180 NVIDIA shares in Q3 2023, an estimated $304K.
  • Soundmark Wealth Management first reported a position in NVIDIA in Q1 2022 and held it in 2 quarters.
  • Soundmark Wealth Management's NVIDIA position peaked at $304K in Q2 2023.
  • 3,678 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.

Based on Soundmark Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.