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UBP Investment Advisors’s NVIDIA NVDA Stock Holding History

UBP Investment 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
2021
Q3 		– Sell
-24,800
Closed -$500K – 108
2021
Q2 		$500K Sell
24,800
-43,200
-64% -$692K 0.18% 89
2021
Q1 		$910K Buy
+68,000
New +$914K 0.37% 55
2019
Q4 		– Sell
-50,600
Closed -$220K – 57
2019
Q3 		$220K Buy
+50,600
New +$213K 0.18% 50

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBP Investment Advisors's NVDA Position: Q3 2021 in Review

UBP Investment Advisors sold out of NVIDIA (NVDA) in Q3 2021, closing a stake of 24,800 shares — an estimated $500K sold.

UBP Investment Advisors first reported a position in NVDA in Q3 2019 and held it in 3 quarters. The position peaked at $910K in Q1 2021. 2,596 funds tracked by Wall St. Rank hold NVDA as of Q3 2021.

  • UBP Investment Advisors reported no remaining NVIDIA position as of Q3 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 24,800 NVIDIA shares in Q3 2021, an estimated $500K.
  • UBP Investment Advisors first reported a position in NVIDIA in Q3 2019 and held it in 3 quarters.
  • UBP Investment Advisors's NVIDIA position peaked at $910K in Q1 2021.
  • 2,596 funds tracked by Wall St. Rank held NVIDIA as of Q3 2021.

Based on UBP Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.