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Wealth Enhancement & Preservation of GA’s NVIDIA NVDA Stock Holding History

Wealth Enhancement & Preservation of GA’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
2020
Q4 		– Sell
-110,640
Closed -$1.53M – 59
2020
Q3 		$1.53M Sell
110,640
-108,560
-50% -$1.26M 1.58% 14
2020
Q2 		$2.09M Buy
+219,200
New +$1.77M 2.6% 11

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's NVDA Position: Q4 2020 in Review

Wealth Enhancement & Preservation of GA sold out of NVIDIA (NVDA) in Q4 2020, closing a stake of 110,640 shares — an estimated $1.53M sold.

Wealth Enhancement & Preservation of GA first reported a position in NVDA in Q2 2020 and held it in 2 quarters. The position peaked at $2.09M in Q2 2020. 2,309 funds tracked by Wall St. Rank hold NVDA as of Q4 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining NVIDIA position as of Q4 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 110,640 NVIDIA shares in Q4 2020, an estimated $1.53M.
  • Wealth Enhancement & Preservation of GA first reported a position in NVIDIA in Q2 2020 and held it in 2 quarters.
  • Wealth Enhancement & Preservation of GA's NVIDIA position peaked at $2.09M in Q2 2020.
  • 2,309 funds tracked by Wall St. Rank held NVIDIA as of Q4 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2020, filed 2 Feb 2021.