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Castle Wealth Management’s NerdWallet NRDS Stock Holding History

Castle 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
2022
Q4 		– Sell
-60
Closed -$1K – 440
2022
Q3 		$1K Hold
60
– – ﹤0.01% 633
2022
Q2 		$0 Buy
+60
New +$609 ﹤0.01% 694

Other funds holding NRDS

ICM
Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Wealth Management's NRDS Position: Q4 2022 in Review

Castle Wealth Management sold out of NerdWallet (NRDS) in Q4 2022, closing a stake of 60 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in NRDS in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 82 funds tracked by Wall St. Rank hold NRDS as of Q4 2022.

  • Castle Wealth Management reported no remaining NerdWallet position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 60 NerdWallet shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in NerdWallet in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's NerdWallet position peaked at $1K in Q3 2022.
  • 82 funds tracked by Wall St. Rank held NerdWallet as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.