WR Wealth Planners’s NVIDIA NVDA Stock Holding History

WR Wealth Planners’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	$2.69M	Sell	20,068 -11,910	-37%	-$1.64M	0.87%	18
2024 Q3	$3.88M	Sell	31,978 -3,065	-9%	-$362K	1.08%	19
2024 Q2	$4.33M	Sell	35,043 -1,277	-4%	-$129K	1.32%	16
2024 Q1	$3.28M	Sell	36,320 -19,180	-35%	-$1.39M	1.02%	20
2023 Q4	$2.75M	Buy	55,500 +3,370	+6%	+$156K	1.02%	23
2023 Q3	$2.27M	Sell	52,130 -390	-0.7%	-$17.5K	0.86%	26
2023 Q2	$2.22M	Sell	52,520 -3,990	-7%	-$132K	0.86%	27
2023 Q1	$1.57M	Buy	56,510 +6,720	+13%	+$145K	0.68%	32
2022 Q4	$728K	Buy	49,790 +1,100	+2%	+$16.1K	0.45%	43
2022 Q3	$591K	Buy	48,690 +140	+0.3%	+$2.21K	0.42%	41
2022 Q2	$736K	Buy	48,550 +2,840	+6%	+$53.6K	0.48%	38
2022 Q1	$1.25M	Buy	+45,710	New	+$1.15M	0.74%	28

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's NVDA Position: Q4 2024 in Review

WR Wealth Planners reduced its NVIDIA (NVDA) stake by 37% in Q4 2024, selling an estimated $1.64M and leaving 20,068 shares worth $2.69M. The position accounts for 0.87% of the portfolio, ranked #18.

WR Wealth Planners first reported a position in NVDA in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.33M in Q2 2024. 5,193 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

WR Wealth Planners held 20,068 shares of NVIDIA worth $2.69M as of Q4 2024.
WR Wealth Planners sold 11,910 NVIDIA shares in Q4 2024, an estimated $1.64M.
NVIDIA made up 0.87% of WR Wealth Planners's portfolio in Q4 2024, its #18 holding.
WR Wealth Planners first reported a position in NVIDIA in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's NVIDIA position peaked at $4.33M in Q2 2024.
5,193 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.