SVA Wealth Management’s NVIDIA NVDA Stock Holding History

SVA 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
2020 Q4	$4.74M	Buy	362,680 +42,640	+13%	+$571K	0.41%	52
2020 Q3	$4.33M	Buy	320,040 +27,520	+9%	+$320K	0.43%	54
2020 Q2	$2.78M	Buy	292,520 +25,360	+9%	+$205K	0.3%	68
2020 Q1	$1.76M	Buy	267,160 +92,080	+53%	+$581K	0.2%	86
2019 Q4	$1.03M	Buy	+175,080	New	+$911K	0.09%	121
2019 Q2	–	Sell	-47,480	Closed	-$213K	–	213
2019 Q1	$213K	Buy	+47,480	New	+$184K	0.02%	200
2018 Q4	–	Sell	-40,720	Closed	-$286K	–	215
2018 Q3	$286K	Sell	40,720 -8,000	-16%	-$52K	0.03%	187
2018 Q2	$289K	Buy	+48,720	New	+$296K	0.03%	183
2017 Q1	–	Sell	-84,000	Closed	-$224K	–	199
2016 Q4	$224K	Buy	+84,000	New	+$176K	0.03%	187

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVA Wealth Management's NVDA Position: Q4 2020 in Review

SVA Wealth Management increased its NVIDIA (NVDA) stake by 13% in Q4 2020, buying an estimated $571K and bringing the position to 362,680 shares worth $4.74M. The position accounts for 0.41% of the portfolio, ranked #52.

SVA Wealth Management first reported a position in NVDA in Q4 2016 and has held it in 9 quarters since. 2,308 funds tracked by Wall St. Rank hold NVDA as of Q4 2020.

SVA Wealth Management held 362,680 shares of NVIDIA worth $4.74M as of Q4 2020.
SVA Wealth Management bought 42,640 NVIDIA shares in Q4 2020, an estimated $571K.
NVIDIA made up 0.41% of SVA Wealth Management's portfolio in Q4 2020, its #52 holding.
SVA Wealth Management first reported a position in NVIDIA in Q4 2016 and has held it in 9 quarters since.
2,308 funds tracked by Wall St. Rank held NVIDIA as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.