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Wealth Management Solutions’s NVIDIA NVDA Stock Holding History

Wealth Management Solutions’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 		$298K Hold
6,860
– – 0.2% 64
2023
Q2 		$290K Sell
6,860
-2,990
-30% -$99.3K 0.19% 66
2023
Q1 		$273K Buy
+9,850
New +$213K 0.16% 69
2022
Q3 		– Sell
-13,710
Closed -$208K – 90
2022
Q2 		$208K Buy
13,710
+910
+7% +$17.2K 0.12% 86
2022
Q1 		$349K Buy
12,800
+590
+5% +$14.8K 0.18% 74
2021
Q4 		$359K Buy
+12,210
New +$336K 0.18% 77

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 Management Solutions's NVDA Position: Q3 2023 in Review

Wealth Management Solutions held its NVIDIA (NVDA) position steady in Q3 2023 at 6,860 shares worth $298K. The position accounts for 0.2% of the portfolio, ranked #64.

Wealth Management Solutions first reported a position in NVDA in Q4 2021 and has held it in 6 quarters since. The position peaked at $359K in Q4 2021. 3,679 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.

  • Wealth Management Solutions held 6,860 shares of NVIDIA worth $298K as of Q3 2023.
  • Wealth Management Solutions left its NVIDIA share count unchanged in Q3 2023.
  • NVIDIA made up 0.2% of Wealth Management Solutions's portfolio in Q3 2023, its #64 holding.
  • Wealth Management Solutions first reported a position in NVIDIA in Q4 2021 and has held it in 6 quarters since.
  • Wealth Management Solutions's NVIDIA position peaked at $359K in Q4 2021.
  • 3,679 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.