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Wealthspire Advisors (Maryland)’s NVIDIA NVDA Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$2.94M Buy
217,560
+17,920
+9% +$209K 0.1% 96
2020
Q2 		$1.9M Buy
199,640
+10,360
+5% +$83.8K 0.14% 102
2020
Q1 		$1.25M Sell
189,280
-63,560
-25% -$401K 0.11% 118
2019
Q4 		$1.49M Buy
252,840
+80,360
+47% +$418K 0.1% 121
2019
Q3 		$751K Buy
172,480
+4,600
+3% +$19.4K 0.05% 188
2019
Q2 		$689K Sell
167,880
-20,760
-11% -$86K 0.05% 201
2019
Q1 		$847K Buy
188,640
+13,520
+8% +$52.5K 0.06% 154
2018
Q4 		$585K Sell
175,120
-27,200
-13% -$130K 0.05% 196
2018
Q3 		$1.42M Sell
202,320
-1,960
-1% -$12.7K 0.12% 104
2018
Q2 		$1.21M Buy
204,280
+21,080
+12% +$128K 0.11% 109
2018
Q1 		$1.06M Sell
183,200
-5,400
-3% -$31.7K 0.1% 123
2017
Q4 		$912K Buy
188,600
+27,040
+17% +$134K 0.09% 146
2017
Q3 		$722K Sell
161,560
-49,040
-23% -$204K 0.08% 169
2017
Q2 		$761K Buy
210,600
+73,880
+54% +$235K 0.09% 148
2017
Q1 		$372K Sell
136,720
-12,280
-8% -$32.7K 0.05% 244
2016
Q4 		$398K Buy
149,000
+147,480
+9,703% +$308K 0.06% 213
2016
Q3 		$247K Hold
1,520
– – 0.04% 321
2016
Q2 		$154K Buy
1,520
+400
+36% +$412 0.03% 433
2016
Q1 		$111K Hold
1,120
– – 0.02% 499
2015
Q4 		$96K Buy
+1,120
New +$844 0.02% 534

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NVDA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its NVIDIA (NVDA) stake by 9% in Q3 2020, buying an estimated $209K and bringing the position to 217,560 shares worth $2.94M. The position accounts for 0.1% of the portfolio, ranked #96.

Wealthspire Advisors (Maryland) first reported a position in NVDA in Q4 2015 and has held it in 20 quarters since. 2,059 funds tracked by Wall St. Rank hold NVDA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 217,560 shares of NVIDIA worth $2.94M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 17,920 NVIDIA shares in Q3 2020, an estimated $209K.
  • NVIDIA made up 0.1% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #96 holding.
  • Wealthspire Advisors (Maryland) first reported a position in NVIDIA in Q4 2015 and has held it in 20 quarters since.
  • 2,059 funds tracked by Wall St. Rank held NVIDIA as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.