VF
NVDA icon

VitalStone Financial’s NVIDIA NVDA Stock Holding History

VitalStone Financial’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
2024
Q3 		$3.69M Buy
30,382
+2,319
+8% +$274K 2.51% 7
2024
Q2 		$3.47M Buy
28,063
+3,143
+13% +$318K 2.51% 9
2024
Q1 		$2.25M Sell
24,920
-6,230
-20% -$452K 1.72% 12
2023
Q4 		$1.54M Buy
31,150
+2,700
+9% +$125K 1.23% 17
2023
Q3 		$1.38M Sell
28,450
-12,640
-31% -$566K 1.16% 18
2023
Q2 		$1.14M Buy
41,090
+27,410
+200% +$910K 0.64% 27
2023
Q1 		$401K Sell
13,680
-223,700
-94% -$4.84M 0.33% 51
2022
Q4 		$3.44M Buy
+237,380
New +$3.48M 2.35% 3

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VitalStone Financial's NVDA Position: Q3 2024 in Review

VitalStone Financial increased its NVIDIA (NVDA) stake by 8.3% in Q3 2024, buying an estimated $274K and bringing the position to 30,382 shares worth $3.69M. The position accounts for 2.51% of the portfolio, ranked #7.

VitalStone Financial first reported a position in NVDA in Q4 2022 and has held it in 8 quarters since. 4,619 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • VitalStone Financial held 30,382 shares of NVIDIA worth $3.69M as of Q3 2024.
  • VitalStone Financial bought 2,319 NVIDIA shares in Q3 2024, an estimated $274K.
  • NVIDIA made up 2.51% of VitalStone Financial's portfolio in Q3 2024, its #7 holding.
  • VitalStone Financial first reported a position in NVIDIA in Q4 2022 and has held it in 8 quarters since.
  • 4,619 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.