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Traverso Chambers Private Wealth Management’s NVIDIA NVDA Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$360K Sell
7,260
-280
-4% -$13K 0.09% 93
2023
Q3 		$328K Buy
7,540
+330
+5% +$14.8K 0.09% 92
2023
Q2 		$305K Buy
+7,210
New +$239K 0.08% 93

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Traverso Chambers Private Wealth Management's NVDA Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its NVIDIA (NVDA) stake by 3.7% in Q4 2023, selling an estimated $13K and leaving 7,260 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #93.

Traverso Chambers Private Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 3 quarters since. 4,023 funds tracked by Wall St. Rank hold NVDA as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 7,260 shares of NVIDIA worth $360K as of Q4 2023.
  • Traverso Chambers Private Wealth Management sold 280 NVIDIA shares in Q4 2023, an estimated $13K.
  • NVIDIA made up 0.09% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #93 holding.
  • Traverso Chambers Private Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 3 quarters since.
  • 4,023 funds tracked by Wall St. Rank held NVIDIA as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.