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Triad Financial Advisors’s NVIDIA NVDA Stock Holding History

Triad Financial Advisors’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
Q3 		$370K Buy
8,510
+610
+8% +$27.3K 0.13% 60
2023
Q2 		$334K Sell
7,900
-120
-1% -$3.98K 0.14% 64
2023
Q1 		$223K Buy
+8,020
New +$174K 0.1% 92

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Triad Financial Advisors's NVDA Position: Q3 2023 in Review

Triad Financial Advisors increased its NVIDIA (NVDA) stake by 7.7% in Q3 2023, buying an estimated $27.3K and bringing the position to 8,510 shares worth $370K. The position accounts for 0.13% of the portfolio, ranked #60.

Triad Financial Advisors first reported a position in NVDA in Q1 2023 and has held it in 3 quarters since. 3,678 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.

  • Triad Financial Advisors held 8,510 shares of NVIDIA worth $370K as of Q3 2023.
  • Triad Financial Advisors bought 610 NVIDIA shares in Q3 2023, an estimated $27.3K.
  • NVIDIA made up 0.13% of Triad Financial Advisors's portfolio in Q3 2023, its #60 holding.
  • Triad Financial Advisors first reported a position in NVIDIA in Q1 2023 and has held it in 3 quarters since.
  • 3,678 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.