WIA
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Wealthstreet Investment Advisors’s NVIDIA NVDA Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$431K Hold
15,800
– – 11.6% 1
2021
Q4 		$465K Hold
15,800
– – 11.47% 1
2021
Q3 		$327K Sell
15,800
-51,880
-77% -$1.08M 9.03% 1
2021
Q2 		$1.35M Sell
67,680
-1,639,920
-96% -$26.3M 7.02% 1
2021
Q1 		$22.8M Sell
1,707,600
-90,120
-5% -$1.21M 2.22% 5
2020
Q4 		$23.5M Sell
1,797,720
-8,680
-0.5% -$116K 2.37% 5
2020
Q3 		$24.4M Sell
1,806,400
-5,600
-0.3% -$65.2K 2.73% 3
2020
Q2 		$17.2M Buy
1,812,000
+14,880
+0.8% +$120K 2.11% 8
2020
Q1 		$11.8M Buy
1,797,120
+73,880
+4% +$466K 1.75% 12
2019
Q4 		$10.1M Sell
1,723,240
-9,200
-0.5% -$47.9K 1.18% 21
2019
Q3 		$8.79M Sell
1,732,440
-8,360
-0.5% -$35.2K 1.12% 22
2019
Q2 		$7.15M Buy
1,740,800
+99,600
+6% +$413K 0.92% 28
2019
Q1 		$7.37M Sell
1,641,200
-2,000
-0.1% -$7.76K 0.97% 26
2018
Q4 		$5.67M Buy
1,643,200
+443,600
+37% +$2.12M 0.8% 35
2018
Q3 		$8.43M Hold
1,199,600
– – 1.04% 22
2018
Q2 		$7.11M Buy
1,199,600
+68,000
+6% +$413K 0.94% 26
2018
Q1 		$6.55M Buy
1,131,600
+12,800
+1% +$75.2K 0.82% 30
2017
Q4 		$5.41M Buy
+1,118,800
New +$5.56M 0.66% 34

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return