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Cary Street Partners Investment Advisory’s NerdWallet NRDS Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-40
Closed -$356 – 1405
2023
Q3 		$356 Hold
40
– – ﹤0.01% 1805
2023
Q2 		$376 Hold
40
– – ﹤0.01% 1698
2023
Q1 		$647 Hold
40
– – ﹤0.01% 1597
2022
Q4 		$384 Buy
+40
New +$449 ﹤0.01% 1632

Other funds holding NRDS

ICM
Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 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 $3.37T AUM 44.26% 1-Year Est. Return

Cary Street Partners Investment Advisory's NRDS Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of NerdWallet (NRDS) in Q4 2023, closing a stake of 40 shares — an estimated $356 sold.

Cary Street Partners Investment Advisory first reported a position in NRDS in Q4 2022 and held it in 4 quarters. The position peaked at $647 in Q1 2023. 104 funds tracked by Wall St. Rank hold NRDS as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining NerdWallet position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 40 NerdWallet shares in Q4 2023, an estimated $356.
  • Cary Street Partners Investment Advisory first reported a position in NerdWallet in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's NerdWallet position peaked at $647 in Q1 2023.
  • 104 funds tracked by Wall St. Rank held NerdWallet as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.