Bank of Montreal
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Bank of Montreal’s NerdWallet NRDS Stock Holding History

Bank of Montreal’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
2023
Q3 		– Sell
-11,472
Closed -$125K – 4092
2023
Q2 		$125K Buy
+11,472
New +$130K ﹤0.01% 3387
2022
Q2 		– Sell
-19,000
Closed -$235K – 4321
2022
Q1 		$235K Buy
+19,000
New +$243K ﹤0.01% 3361

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal's NRDS Position: Q3 2023 in Review

Bank of Montreal sold out of NerdWallet (NRDS) in Q3 2023, closing a stake of 11,472 shares — an estimated $125K sold.

Bank of Montreal first reported a position in NRDS in Q1 2022 and held it in 2 quarters. The position peaked at $235K in Q1 2022. 95 funds tracked by Wall St. Rank hold NRDS as of Q3 2023.

  • Bank of Montreal reported no remaining NerdWallet position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 11,472 NerdWallet shares in Q3 2023, an estimated $125K.
  • Bank of Montreal first reported a position in NerdWallet in Q1 2022 and held it in 2 quarters.
  • Bank of Montreal's NerdWallet position peaked at $235K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held NerdWallet as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.