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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthstreet Investment Advisors's NVDA Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its NVIDIA (NVDA) position steady in Q1 2022 at 15,800 shares worth $431K. The position accounts for 11.6% of the portfolio, ranked #1.

Wealthstreet Investment Advisors first reported a position in NVDA in Q4 2017 and has held it in 18 quarters since. The position peaked at $24.4M in Q3 2020. 3,096 funds tracked by Wall St. Rank hold NVDA as of Q1 2022.

  • Wealthstreet Investment Advisors held 15,800 shares of NVIDIA worth $431K as of Q1 2022.
  • Wealthstreet Investment Advisors left its NVIDIA share count unchanged in Q1 2022.
  • NVIDIA made up 11.6% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #1 holding.
  • Wealthstreet Investment Advisors first reported a position in NVIDIA in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's NVIDIA position peaked at $24.4M in Q3 2020.
  • 3,096 funds tracked by Wall St. Rank held NVIDIA as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.