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SYSTM Wealth Solutions’s NVIDIA NVDA Stock Holding History

SYSTM Wealth Solutions’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 		$8.5K Sell
70
-26,334
-100% -$3.11M 0.26% 34
2024
Q2 		$3.26M Sell
26,404
-10,216
-28% -$1.03M 0.73% 43
2024
Q1 		$3.31M Buy
36,620
+4,500
+14% +$326K 0.42% 63
2023
Q4 		$1.59M Sell
32,120
-8,560
-21% -$397K 0.22% 136
2023
Q3 		$1.77M Buy
40,680
+14,080
+53% +$631K 0.27% 102
2023
Q2 		$1.13M Buy
26,600
+7,660
+40% +$254K 0.15% 184
2023
Q1 		$526K Sell
18,940
-10,490
-36% -$227K 0.08% 289
2022
Q4 		$430K Buy
+29,430
New +$432K 0.05% 368

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

SYSTM Wealth Solutions's NVDA Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its NVIDIA (NVDA) stake by 100% in Q3 2024, selling an estimated $3.11M and leaving 70 shares worth $8.5K. The position accounts for 0.26% of the portfolio, ranked #34.

SYSTM Wealth Solutions first reported a position in NVDA in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.31M in Q1 2024. 4,618 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • SYSTM Wealth Solutions held 70 shares of NVIDIA worth $8.5K as of Q3 2024.
  • SYSTM Wealth Solutions sold 26,334 NVIDIA shares in Q3 2024, an estimated $3.11M.
  • NVIDIA made up 0.26% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #34 holding.
  • SYSTM Wealth Solutions first reported a position in NVIDIA in Q4 2022 and has held it in 8 quarters since.
  • SYSTM Wealth Solutions's NVIDIA position peaked at $3.31M in Q1 2024.
  • 4,618 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.