Sweet Financial Partners’s NVIDIA NVDA Stock Holding History

Sweet Financial Partners’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	$4.91M	Sell	40,429 -1,965	-5%	-$232K	1.06%	15
2024 Q2	$5.24M	Buy	42,394 +5,454	+15%	+$551K	1.2%	15
2024 Q1	$3.34M	Buy	36,940 +24,550	+198%	+$1.78M	0.77%	22
2023 Q4	$614K	Buy	12,390 +490	+4%	+$22.7K	0.15%	104
2023 Q3	$518K	Buy	11,900 +170	+1%	+$7.62K	0.14%	104
2023 Q2	$496K	Sell	11,730 -360	-3%	-$12K	0.13%	110
2023 Q1	$336K	Buy	+12,090	New	+$262K	0.09%	131
2022 Q2	–	Sell	-7,720	Closed	-$211K	–	180
2022 Q1	$211K	Buy	+7,720	New	+$194K	0.06%	159

Other funds holding NVDA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweet Financial Partners's NVDA Position: Q3 2024 in Review

Sweet Financial Partners reduced its NVIDIA (NVDA) stake by 4.6% in Q3 2024, selling an estimated $232K and leaving 40,429 shares worth $4.91M. The position accounts for 1.06% of the portfolio, ranked #15.

Sweet Financial Partners first reported a position in NVDA in Q1 2022 and has held it in 8 quarters since. The position peaked at $5.24M in Q2 2024. 4,626 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

Sweet Financial Partners held 40,429 shares of NVIDIA worth $4.91M as of Q3 2024.
Sweet Financial Partners sold 1,965 NVIDIA shares in Q3 2024, an estimated $232K.
NVIDIA made up 1.06% of Sweet Financial Partners's portfolio in Q3 2024, its #15 holding.
Sweet Financial Partners first reported a position in NVIDIA in Q1 2022 and has held it in 8 quarters since.
Sweet Financial Partners's NVIDIA position peaked at $5.24M in Q2 2024.
4,626 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.