Taylor Hoffman Wealth Management’s NVIDIA NVDA Stock Holding History

Taylor Hoffman 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
2024 Q2	$1.43M	Sell	11,470 -650	-5%	-$65.7K	0.58%	39
2024 Q1	$1.1M	Sell	12,120 -440	-4%	-$31.9K	0.46%	48
2023 Q4	$622K	Sell	12,560 -360	-3%	-$16.7K	0.28%	63
2023 Q3	$562K	Hold	12,920	–	–	0.29%	66
2023 Q2	$547K	Hold	12,920	–	–	0.27%	67
2023 Q1	$359K	Buy	+12,920	New	+$280K	0.2%	83
2022 Q2	–	Sell	-13,170	Closed	-$359K	–	137
2022 Q1	$359K	Sell	13,170 -150	-1%	-$3.76K	0.14%	106
2021 Q4	$392K	Sell	13,320 -460	-3%	-$12.7K	0.15%	103
2021 Q3	$286K	Buy	13,780 +1,380	+11%	+$28.7K	0.12%	114
2021 Q2	$248K	Buy	+12,400	New	+$199K	0.11%	120
2021 Q1	–	Sell	-19,000	Closed	-$248K	–	126
2020 Q4	$248K	Hold	19,000	–	–	0.13%	115
2020 Q3	$257K	Sell	19,000 -320	-2%	-$3.72K	0.15%	108
2020 Q2	$183K	Buy	+19,320	New	+$156K	0.11%	119
2020 Q1	–	Sell	-20,200	Closed	-$119K	–	291
2019 Q4	$119K	Hold	20,200	–	–	0.08%	149
2019 Q3	$88K	Hold	20,200	–	–	0.06%	164
2019 Q2	$83K	Sell	20,200 -5,160	-20%	-$21.4K	0.07%	160
2019 Q1	$114K	Sell	25,360 -78,920	-76%	-$306K	0.08%	138
2018 Q4	$348K	Sell	104,280 -960	-0.9%	-$4.59K	0.31%	72
2018 Q3	$739K	Hold	105,240	–	–	0.58%	50
2018 Q2	$623K	Sell	105,240 -14,720	-12%	-$89.4K	0.54%	55
2018 Q1	$695K	Buy	+119,960	New	+$705K	0.64%	49

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Taylor Hoffman Wealth Management's NVDA Position: Q2 2024 in Review

Taylor Hoffman Wealth Management reduced its NVIDIA (NVDA) stake by 5.4% in Q2 2024, selling an estimated $65.7K and leaving 11,470 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #39.

Taylor Hoffman Wealth Management first reported a position in NVDA in Q1 2018 and has held it in 21 quarters since. 4,543 funds tracked by Wall St. Rank hold NVDA as of Q2 2024.

Taylor Hoffman Wealth Management held 11,470 shares of NVIDIA worth $1.43M as of Q2 2024.
Taylor Hoffman Wealth Management sold 650 NVIDIA shares in Q2 2024, an estimated $65.7K.
NVIDIA made up 0.58% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #39 holding.
Taylor Hoffman Wealth Management first reported a position in NVIDIA in Q1 2018 and has held it in 21 quarters since.
4,543 funds tracked by Wall St. Rank held NVIDIA as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.