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Avior Wealth Management’s NerdWallet NRDS Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-7
Closed -$102 – 3198
2024
Q1 		$102 Buy
+7
New +$108 ﹤0.01% 3181

Other funds holding NRDS

ICM
Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's NRDS Position: Q2 2024 in Review

Avior Wealth Management sold out of NerdWallet (NRDS) in Q2 2024, closing a stake of 7 shares — an estimated $102 sold.

Avior Wealth Management first reported a position in NRDS in Q1 2024 and held it in 1 quarter. The position peaked at $102 in Q1 2024. 108 funds tracked by Wall St. Rank hold NRDS as of Q2 2024.

  • Avior Wealth Management reported no remaining NerdWallet position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 NerdWallet shares in Q2 2024, an estimated $102.
  • Avior Wealth Management first reported a position in NerdWallet in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's NerdWallet position peaked at $102 in Q1 2024.
  • 108 funds tracked by Wall St. Rank held NerdWallet as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.