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Surevest’s NVIDIA NVDA Stock Holding History

Surevest’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
2022
Q3 		$784K Buy
64,580
+10,780
+20% +$170K 0.21% 98
2022
Q2 		$816K Buy
53,800
+11,980
+29% +$226K 0.21% 96
2022
Q1 		$1.14M Buy
41,820
+31,890
+321% +$800K 0.28% 86
2021
Q4 		$292K Buy
+9,930
New +$273K 0.07% 107

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Surevest's NVDA Position: Q3 2022 in Review

Surevest increased its NVIDIA (NVDA) stake by 20% in Q3 2022, buying an estimated $170K and bringing the position to 64,580 shares worth $784K. The position accounts for 0.21% of the portfolio, ranked #98.

Surevest first reported a position in NVDA in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.14M in Q1 2022. 2,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2022.

  • Surevest held 64,580 shares of NVIDIA worth $784K as of Q3 2022.
  • Surevest bought 10,780 NVIDIA shares in Q3 2022, an estimated $170K.
  • NVIDIA made up 0.21% of Surevest's portfolio in Q3 2022, its #98 holding.
  • Surevest first reported a position in NVIDIA in Q4 2021 and has held it in 4 quarters since.
  • Surevest's NVIDIA position peaked at $1.14M in Q1 2022.
  • 2,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.