Vontobel Swiss Wealth Advisors’s NVIDIA NVDA Stock Holding History

Vontobel Swiss Wealth 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 Q2	$453K	Sell	22,640 -7,680	-25%	-$123K	0.23%	53
2021 Q1	$405K	Buy	30,320 +6,720	+28%	+$90.3K	0.23%	51
2020 Q4	$308K	Buy	23,600 +2,840	+14%	+$38K	0.18%	61
2020 Q3	$281K	Sell	20,760 -23,440	-53%	-$273K	0.2%	54
2020 Q2	$420K	Sell	44,200 -12,480	-22%	-$101K	0.28%	53
2020 Q1	$374K	Sell	56,680 -9,720	-15%	-$61.3K	0.28%	61
2019 Q4	$391K	Sell	66,400 -6,880	-9%	-$35.8K	0.26%	74
2019 Q3	$319K	Sell	73,280 -62,720	-46%	-$264K	0.21%	82
2019 Q2	$558K	Buy	+136,000	New	+$564K	0.3%	72

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's NVDA Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors reduced its NVIDIA (NVDA) stake by 25% in Q2 2021, selling an estimated $123K and leaving 22,640 shares worth $453K. The position accounts for 0.23% of the portfolio, ranked #53.

Vontobel Swiss Wealth Advisors first reported a position in NVDA in Q2 2019 and has held it in 9 quarters since. The position peaked at $558K in Q2 2019. 2,513 funds tracked by Wall St. Rank hold NVDA as of Q2 2021.

Vontobel Swiss Wealth Advisors held 22,640 shares of NVIDIA worth $453K as of Q2 2021.
Vontobel Swiss Wealth Advisors sold 7,680 NVIDIA shares in Q2 2021, an estimated $123K.
NVIDIA made up 0.23% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #53 holding.
Vontobel Swiss Wealth Advisors first reported a position in NVIDIA in Q2 2019 and has held it in 9 quarters since.
Vontobel Swiss Wealth Advisors's NVIDIA position peaked at $558K in Q2 2019.
2,513 funds tracked by Wall St. Rank held NVIDIA as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.