V Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.58M | Sell |
128,190
-203,950
| -61% | -$9.14M | 4.47% | 5 |
|
|
2023
Q2 | $14.1M | Sell |
332,140
-7,280
| -2% | -$242K | 2.34% | 6 |
|
|
2023
Q1 | $9.43M | Buy |
339,420
+10,020
| +3% | +$217K | 1.77% | 10 |
|
|
2022
Q4 | $4.81M | Buy |
329,400
+78,450
| +31% | +$1.15M | 1% | 18 |
|
|
2022
Q3 | $3.05M | Buy |
250,950
+3,490
| +1% | +$55.2K | 0.61% | 26 |
|
|
2022
Q2 | $3.75M | Buy |
247,460
+17,200
| +7% | +$325K | 0.71% | 22 |
|
|
2022
Q1 | $6.28M | Buy |
230,260
+11,740
| +5% | +$294K | 1.01% | 16 |
|
|
2021
Q4 | $6.43M | Buy |
218,520
+7,370
| +3% | +$203K | 0.94% | 16 |
|
|
2021
Q3 | $4.37M | Sell |
211,150
-2,570
| -1% | -$53.4K | 0.68% | 22 |
|
|
2021
Q2 | $4.27M | Sell |
213,720
-3,880
| -2% | -$62.2K | 0.68% | 22 |
|
|
2021
Q1 | $2.9M | Sell |
217,600
-5,520
| -2% | -$74.2K | 0.53% | 31 |
|
|
2020
Q4 | $2.91M | Buy |
223,120
+106,920
| +92% | +$1.43M | 0.6% | 26 |
|
|
2020
Q3 | $1.57M | Sell |
116,200
-136,760
| -54% | -$1.59M | 1.09% | 22 |
|
|
2020
Q2 | $2.4M | Sell |
252,960
-28,280
| -10% | -$229K | 0.62% | 27 |
|
|
2020
Q1 | $1.85M | Buy |
281,240
+185,960
| +195% | +$1.17M | 0.58% | 29 |
|
|
2019
Q4 | $415K | Hold |
95,280
| – | – | 0.15% | 164 |
|
|
2019
Q3 | $415K | Buy |
95,280
+3,880
| +4% | +$16.3K | 0.15% | 164 |
|
|
2019
Q2 | $375K | Buy |
91,400
+5,000
| +6% | +$20.7K | 0.14% | 166 |
|
|
2019
Q1 | $414K | Sell |
86,400
-6,080
| -7% | -$23.6K | 0.17% | 140 |
|
|
2018
Q4 | $322K | Buy |
92,480
+15,920
| +21% | +$76.2K | 0.16% | 146 |
|
|
2018
Q3 | $536K | Buy |
76,560
+1,160
| +2% | +$7.54K | 0.25% | 104 |
|
|
2018
Q2 | $478K | Buy |
75,400
+3,240
| +4% | +$19.7K | 0.27% | 100 |
|
|
2018
Q1 | $398K | Buy |
72,160
+3,360
| +5% | +$19.7K | 0.21% | 119 |
|
|
2017
Q4 | $380K | Buy |
68,800
+9,680
| +16% | +$48.1K | 0.19% | 128 |
|
|
2017
Q3 | $264K | Sell |
59,120
-2,000
| -3% | -$8.31K | 0.13% | 151 |
|
|
2017
Q2 | $221K | Buy |
+61,120
| New | +$194K | 0.1% | 166 |
|
|
2017
Q1 | – | Sell |
-103,120
| Closed | -$275K | – | 199 |
|
|
2016
Q4 | $275K | Buy |
+103,120
| New | +$216K | 0.2% | 139 |
|
|
2016
Q3 | – | Sell |
-887,760
| Closed | -$1.04M | – | 173 |
|
|
2016
Q2 | $1.04M | Sell |
887,760
-96,360
| -10% | -$99.4K | 0.86% | 39 |
|
|
2016
Q1 | $877K | Buy |
+984,120
| New | +$751K | 0.7% | 47 |
|
Other funds holding NVDA
V Wealth Advisors's NVDA Position: Q3 2023 in Review
V Wealth Advisors reduced its NVIDIA (NVDA) stake by 61% in Q3 2023, selling an estimated $9.14M and leaving 128,190 shares worth $5.58M. The position accounts for 4.47% of the portfolio, ranked #5.
V Wealth Advisors first reported a position in NVDA in Q1 2016 and has held it in 29 quarters since. The position peaked at $14.1M in Q2 2023. 3,678 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.
- V Wealth Advisors held 128,190 shares of NVIDIA worth $5.58M as of Q3 2023.
- V Wealth Advisors sold 203,950 NVIDIA shares in Q3 2023, an estimated $9.14M.
- NVIDIA made up 4.47% of V Wealth Advisors's portfolio in Q3 2023, its #5 holding.
- V Wealth Advisors first reported a position in NVIDIA in Q1 2016 and has held it in 29 quarters since.
- V Wealth Advisors's NVIDIA position peaked at $14.1M in Q2 2023.
- 3,678 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.