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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-28,607	Closed	-$421K	–	266
2023 Q4	$421K	Buy	+28,607	New	+$315K	0.07%	260

Other funds holding NRDS

ICM

Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Advisory Research's NRDS Position: Q1 2024 in Review

Advisory Research sold out of NerdWallet (NRDS) in Q1 2024, closing a stake of 28,607 shares — an estimated $421K sold.

Advisory Research first reported a position in NRDS in Q4 2023 and held it in 1 quarter. The position peaked at $421K in Q4 2023. 114 funds tracked by Wall St. Rank hold NRDS as of Q1 2024.

Advisory Research reported no remaining NerdWallet position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 28,607 NerdWallet shares in Q1 2024, an estimated $421K.
Advisory Research first reported a position in NerdWallet in Q4 2023 and held it in 1 quarter.
Advisory Research's NerdWallet position peaked at $421K in Q4 2023.
114 funds tracked by Wall St. Rank held NerdWallet as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.