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Wintrust Investments’s NVIDIA NVDA Stock Holding History

Wintrust Investments’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
2024
Q4 		$612K Sell
4,561
-3,209
-41% -$442K 0.54% 37
2024
Q3 		$943K Sell
7,770
-72,159
-90% -$8.52M 0.7% 27
2024
Q2 		$9.87M Sell
79,929
-891
-1% -$90.1K 0.8% 24
2024
Q1 		$7.3M Sell
80,820
-7,500
-8% -$544K 0.64% 29
2023
Q4 		$4.37M Buy
88,320
+1,520
+2% +$70.4K 0.42% 45
2023
Q3 		$3.78M Buy
86,800
+1,360
+2% +$60.9K 0.4% 54
2023
Q2 		$3.61M Buy
+85,440
New +$2.84M 0.36% 56
2023
Q1 		– Sell
-110,790
Closed -$1.73M – 373
2022
Q4 		$1.73M Buy
110,790
+1,110
+1% +$16.3K 0.23% 87
2022
Q3 		$1.56M Buy
109,680
+20,210
+23% +$320K 0.2% 99
2022
Q2 		$1.49M Buy
89,470
+44,690
+100% +$843K 0.18% 108
2022
Q1 		$1.12M Buy
44,780
+20,080
+81% +$504K 0.11% 156
2021
Q4 		$726K Buy
+24,700
New +$680K 0.07% 209
2021
Q3 		– Sell
-24,720
Closed -$495K – 370
2021
Q2 		$495K Buy
24,720
+6,560
+36% +$105K 0.05% 266
2021
Q1 		$242K Buy
+18,160
New +$244K 0.03% 363

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

Wintrust Investments's NVDA Position: Q4 2024 in Review

Wintrust Investments reduced its NVIDIA (NVDA) stake by 41% in Q4 2024, selling an estimated $442K and leaving 4,561 shares worth $612K. The position accounts for 0.54% of the portfolio, ranked #37.

Wintrust Investments first reported a position in NVDA in Q1 2021 and has held it in 14 quarters since. The position peaked at $9.87M in Q2 2024. 5,193 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

  • Wintrust Investments held 4,561 shares of NVIDIA worth $612K as of Q4 2024.
  • Wintrust Investments sold 3,209 NVIDIA shares in Q4 2024, an estimated $442K.
  • NVIDIA made up 0.54% of Wintrust Investments's portfolio in Q4 2024, its #37 holding.
  • Wintrust Investments first reported a position in NVIDIA in Q1 2021 and has held it in 14 quarters since.
  • Wintrust Investments's NVIDIA position peaked at $9.87M in Q2 2024.
  • 5,193 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.