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Strategic Wealth Management’s NVIDIA NVDA Stock Holding History

Strategic 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
2021
Q4 		$3.84M Hold
130,600
– – 1.9% 16
2021
Q3 		$2.71M Buy
130,600
+9,520
+8% +$198K 1.41% 27
2021
Q2 		$2.42M Buy
121,080
+24,280
+25% +$389K 1.31% 29
2021
Q1 		$1.29M Hold
96,800
– – 0.78% 42
2020
Q4 		$1.26M Buy
96,800
+2,520
+3% +$33.7K 0.78% 43
2020
Q3 		$1.28M Buy
94,280
+54,280
+136% +$632K 0.95% 41
2020
Q2 		$380K Buy
+40,000
New +$324K 0.35% 43

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

Strategic Wealth Management's NVDA Position: Q4 2021 in Review

Strategic Wealth Management held its NVIDIA (NVDA) position steady in Q4 2021 at 130,600 shares worth $3.84M. The position accounts for 1.9% of the portfolio, ranked #16.

Strategic Wealth Management first reported a position in NVDA in Q2 2020 and has held it in 7 quarters since. 3,083 funds tracked by Wall St. Rank hold NVDA as of Q4 2021.

  • Strategic Wealth Management held 130,600 shares of NVIDIA worth $3.84M as of Q4 2021.
  • Strategic Wealth Management left its NVIDIA share count unchanged in Q4 2021.
  • NVIDIA made up 1.9% of Strategic Wealth Management's portfolio in Q4 2021, its #16 holding.
  • Strategic Wealth Management first reported a position in NVIDIA in Q2 2020 and has held it in 7 quarters since.
  • 3,083 funds tracked by Wall St. Rank held NVIDIA as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.