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Advisory Research’s NerdWallet NRDS Stock Holding History

Advisory Research’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-28,607
Closed -$421K – 266
2023
Q4 		$421K Buy
+28,607
New +$421K 0.07% 260