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Capital Performance Advisors’s NerdWallet NRDS Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-1
Closed -$13 – 1801
2024
Q3 		$13 Buy
+1
New +$13 ﹤0.01% 2872

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 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
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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return

Capital Performance Advisors's NRDS Position: Q4 2024 in Review

Capital Performance Advisors sold out of NerdWallet (NRDS) in Q4 2024, closing a stake of 1 share — an estimated $13 sold.

Capital Performance Advisors first reported a position in NRDS in Q3 2024 and held it in 1 quarter. The position peaked at $13 in Q3 2024. 128 funds tracked by Wall St. Rank hold NRDS as of Q4 2024.

  • Capital Performance Advisors reported no remaining NerdWallet position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 NerdWallet share in Q4 2024, an estimated $13.
  • Capital Performance Advisors first reported a position in NerdWallet in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's NerdWallet position peaked at $13 in Q3 2024.
  • 128 funds tracked by Wall St. Rank held NerdWallet as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.