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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
2021
Q1 		– Sell
-80,000
Closed -$644K – 107
2020
Q4 		$644K Sell
80,000
-40,000
-33% -$536K 0.28% 41
2020
Q3 		$793K Buy
120,000
+40,000
+50% +$465K 0.37% 31
2020
Q2 		$394K Hold
80,000
– – 0.21% 49
2020
Q1 		$217K Buy
+80,000
New +$505K 0.14% 56

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.