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Vahanian & Associates Financial Planning’s NVIDIA NVDA Stock Holding History

Vahanian & Associates Financial Planning’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 		$654K Sell
13,200
-1,580
-11% -$73.2K 2.58% 11
2023
Q3 		$643K Hold
14,780
– – 2.07% 12
2023
Q2 		$625K Sell
14,780
-200
-1% -$6.64K 1.98% 18
2023
Q1 		$416K Buy
14,980
+780
+5% +$16.9K 1.15% 28
2022
Q4 		$208K Buy
+14,200
New +$208K 0.68% 52
2022
Q1 		– Sell
-24,180
Closed -$711K – 121
2021
Q4 		$711K Buy
+24,180
New +$665K 0.57% 41

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

Vahanian & Associates Financial Planning's NVDA Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its NVIDIA (NVDA) stake by 11% in Q4 2023, selling an estimated $73.2K and leaving 13,200 shares worth $654K. The position accounts for 2.58% of the portfolio, ranked #11.

Vahanian & Associates Financial Planning first reported a position in NVDA in Q4 2021 and has held it in 6 quarters since. The position peaked at $711K in Q4 2021. 4,023 funds tracked by Wall St. Rank hold NVDA as of Q4 2023.

  • Vahanian & Associates Financial Planning held 13,200 shares of NVIDIA worth $654K as of Q4 2023.
  • Vahanian & Associates Financial Planning sold 1,580 NVIDIA shares in Q4 2023, an estimated $73.2K.
  • NVIDIA made up 2.58% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #11 holding.
  • Vahanian & Associates Financial Planning first reported a position in NVIDIA in Q4 2021 and has held it in 6 quarters since.
  • Vahanian & Associates Financial Planning's NVIDIA position peaked at $711K in Q4 2021.
  • 4,023 funds tracked by Wall St. Rank held NVIDIA as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.