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WealthStone’s NVIDIA NVDA Stock Holding History

WealthStone’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 		$1.62M Buy
121,720
+2,200
+2% +$29.6K 0.57% 27
2020
Q4 		$1.56M Sell
119,520
-3,840
-3% -$51.4K 0.55% 28
2020
Q3 		$1.67M Buy
123,360
+58,960
+92% +$686K 0.76% 17
2020
Q2 		$612K Buy
+64,400
New +$521K 0.29% 47
2019
Q3 		– Sell
-2,880
Closed -$11.8K – 424
2019
Q2 		$11.8K Buy
+2,880
New +$11.9K 0.01% 242

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

WealthStone's NVDA Position: Q1 2021 in Review

WealthStone increased its NVIDIA (NVDA) stake by 1.8% in Q1 2021, buying an estimated $29.6K and bringing the position to 121,720 shares worth $1.62M. The position accounts for 0.57% of the portfolio, ranked #27.

WealthStone first reported a position in NVDA in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.67M in Q3 2020. 2,339 funds tracked by Wall St. Rank hold NVDA as of Q1 2021.

  • WealthStone held 121,720 shares of NVIDIA worth $1.62M as of Q1 2021.
  • WealthStone bought 2,200 NVIDIA shares in Q1 2021, an estimated $29.6K.
  • NVIDIA made up 0.57% of WealthStone's portfolio in Q1 2021, its #27 holding.
  • WealthStone first reported a position in NVIDIA in Q2 2019 and has held it in 5 quarters since.
  • WealthStone's NVIDIA position peaked at $1.67M in Q3 2020.
  • 2,339 funds tracked by Wall St. Rank held NVIDIA as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.