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Wealth Advisors’s NVIDIA NVDA Stock Holding History

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
2023
Q3 		$9.23M Sell
212,290
-13,270
-6% -$595K 4.13% 8
2023
Q2 		$9.9M Sell
225,560
-40,190
-15% -$1.33M 4.22% 8
2023
Q1 		$7.22M Sell
265,750
-112,720
-30% -$2.44M 3.43% 10
2022
Q4 		$5.53M Buy
378,470
+6,650
+2% +$97.5K 2.94% 11
2022
Q3 		$4.51M Buy
371,820
+1,770
+0.5% +$28K 2.3% 12
2022
Q2 		$5.61M Sell
370,050
-12,400
-3% -$234K 2.72% 11
2022
Q1 		$10.4M Buy
382,450
+18,250
+5% +$458K 3.77% 8
2021
Q4 		$10.7M Sell
364,200
-1,500
-0.4% -$41.3K 3.72% 8
2021
Q3 		$7.22M Sell
365,700
-1,097,100
-75% -$22.8M 2.82% 11
2021
Q2 		$7.13M Buy
1,462,800
+1,097,120
+300% +$17.6M 2.6% 12
2021
Q1 		$5.55M Buy
365,680
+44,000
+14% +$591K 2.21% 12
2020
Q4 		$4.2M Sell
321,680
-41,080
-11% -$550K 1.85% 14
2020
Q3 		$5.02M Buy
362,760
+1,080
+0.3% +$12.6K 2.34% 13
2020
Q2 		$3.56M Buy
361,680
+1,080
+0.3% +$8.74K 1.89% 13
2020
Q1 		$2.66M Buy
360,600
+117,800
+49% +$743K 1.76% 15
2019
Q4 		$1.8M Buy
+242,800
New +$1.26M 1.03% 19

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wealth Advisors's NVDA Position: Q3 2023 in Review

Wealth Advisors reduced its NVIDIA (NVDA) stake by 5.9% in Q3 2023, selling an estimated $595K and leaving 212,290 shares worth $9.23M. The position accounts for 4.13% of the portfolio, ranked #8.

Wealth Advisors first reported a position in NVDA in Q4 2019 and has held it in 16 quarters since. The position peaked at $10.7M in Q4 2021. 3,678 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.

  • Wealth Advisors held 212,290 shares of NVIDIA worth $9.23M as of Q3 2023.
  • Wealth Advisors sold 13,270 NVIDIA shares in Q3 2023, an estimated $595K.
  • NVIDIA made up 4.13% of Wealth Advisors's portfolio in Q3 2023, its #8 holding.
  • Wealth Advisors first reported a position in NVIDIA in Q4 2019 and has held it in 16 quarters since.
  • Wealth Advisors's NVIDIA position peaked at $10.7M in Q4 2021.
  • 3,678 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.