YWP
NVDA icon

YorkBridge Wealth Partners’s NVIDIA NVDA Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$487K Sell
33,340
-2,200
-6% -$32.3K 0.12% 126
2022
Q3 		$431K Buy
35,540
+3,330
+10% +$52.6K 0.11% 131
2022
Q2 		$488K Buy
32,210
+1,680
+6% +$31.7K 0.13% 127
2022
Q1 		$833K Buy
30,530
+760
+3% +$19.1K 0.18% 98
2021
Q4 		$875K Sell
29,770
-3,050
-9% -$83.9K 0.2% 92
2021
Q3 		$680K Buy
32,820
+1,780
+6% +$37K 0.17% 106
2021
Q2 		$621K Sell
31,040
-25,600
-45% -$410K 0.16% 107
2021
Q1 		$756K Buy
56,640
+4,120
+8% +$55.4K 0.22% 84
2020
Q4 		$685K Buy
52,520
+5,720
+12% +$76.6K 0.23% 88
2020
Q3 		$633K Buy
46,800
+6,000
+15% +$69.8K 0.27% 79
2020
Q2 		$388K Buy
40,800
+6,200
+18% +$50.2K 0.18% 104
2020
Q1 		$228K Buy
+34,600
New +$218K 0.14% 140
2019
Q3 		– Sell
-11,880
Closed -$49K – 497
2019
Q2 		$49K Sell
11,880
-1,440
-11% -$5.97K 0.02% 371
2019
Q1 		$60K Sell
13,320
-118,240
-90% -$459K 0.03% 341
2018
Q4 		$439K Sell
131,560
-51,080
-28% -$244K 0.23% 101
2018
Q3 		$1.32M Buy
182,640
+137,760
+307% +$896K 0.6% 47
2018
Q2 		$266K Hold
44,880
– – 0.12% 150
2018
Q1 		$263K Buy
44,880
+4,800
+12% +$28.2K 0.12% 154
2017
Q4 		$214K Buy
40,080
+30,280
+309% +$150K 0.1% 168
2017
Q3 		$44K Sell
9,800
-1,400
-13% -$5.82K 0.02% 394
2017
Q2 		$39K Hold
11,200
– – 0.02% 400
2017
Q1 		$29K Hold
11,200
– – 0.02% 439
2016
Q4 		$26K Buy
+11,200
New +$23.4K 0.02% 437

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

YorkBridge Wealth Partners's NVDA Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its NVIDIA (NVDA) stake by 6.2% in Q4 2022, selling an estimated $32.3K and leaving 33,340 shares worth $487K. The position accounts for 0.12% of the portfolio, ranked #126.

YorkBridge Wealth Partners first reported a position in NVDA in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.32M in Q3 2018. 2,896 funds tracked by Wall St. Rank hold NVDA as of Q4 2022.

  • YorkBridge Wealth Partners held 33,340 shares of NVIDIA worth $487K as of Q4 2022.
  • YorkBridge Wealth Partners sold 2,200 NVIDIA shares in Q4 2022, an estimated $32.3K.
  • NVIDIA made up 0.12% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #126 holding.
  • YorkBridge Wealth Partners first reported a position in NVIDIA in Q4 2016 and has held it in 23 quarters since.
  • YorkBridge Wealth Partners's NVIDIA position peaked at $1.32M in Q3 2018.
  • 2,896 funds tracked by Wall St. Rank held NVIDIA as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.