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Source Financial Advisors’s NVIDIA NVDA Stock Holding History

Source 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
2024
Q3 		$2.85M Buy
23,495
+1,618
+7% +$191K 0.84% 23
2024
Q2 		$2.7M Buy
21,877
+2,467
+13% +$249K 0.83% 23
2024
Q1 		$1.75M Buy
19,410
+280
+1% +$20.3K 0.53% 28
2023
Q4 		$947K Buy
19,130
+3,550
+23% +$165K 0.29% 52
2023
Q3 		$678K Buy
15,580
+480
+3% +$21.5K 0.23% 61
2023
Q2 		$639K Buy
15,100
+1,250
+9% +$41.5K 0.21% 69
2023
Q1 		$385K Buy
+13,850
New +$300K 0.13% 87
2021
Q4 		– Sell
-10,650
Closed -$232K – 112
2021
Q3 		$232K Sell
10,650
-230
-2% -$4.78K 0.06% 98
2021
Q2 		$218K Buy
+10,880
New +$174K 0.06% 101

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Source Financial Advisors's NVDA Position: Q3 2024 in Review

Source Financial Advisors increased its NVIDIA (NVDA) stake by 7.4% in Q3 2024, buying an estimated $191K and bringing the position to 23,495 shares worth $2.85M. The position accounts for 0.84% of the portfolio, ranked #23.

Source Financial Advisors first reported a position in NVDA in Q2 2021 and has held it in 9 quarters since. 4,618 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • Source Financial Advisors held 23,495 shares of NVIDIA worth $2.85M as of Q3 2024.
  • Source Financial Advisors bought 1,618 NVIDIA shares in Q3 2024, an estimated $191K.
  • NVIDIA made up 0.84% of Source Financial Advisors's portfolio in Q3 2024, its #23 holding.
  • Source Financial Advisors first reported a position in NVIDIA in Q2 2021 and has held it in 9 quarters since.
  • 4,618 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.