Cetera Advisors’s NerdWallet NRDS Stock Holding History

Cetera 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
2023 Q1	–	Sell	-10,945	Closed	-$105K	–	1699
2022 Q4	$105K	Buy	+10,945	New	+$123K	﹤0.01%	1516

Other funds holding NRDS

ICM

Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IVMX

Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Cetera Advisors's NRDS Position: Q1 2023 in Review

Cetera Advisors sold out of NerdWallet (NRDS) in Q1 2023, closing a stake of 10,945 shares — an estimated $105K sold.

Cetera Advisors first reported a position in NRDS in Q4 2022 and held it in 1 quarter. The position peaked at $105K in Q4 2022. 99 funds tracked by Wall St. Rank hold NRDS as of Q1 2023.

Cetera Advisors reported no remaining NerdWallet position as of Q1 2023 after selling out during the quarter.
Cetera Advisors sold 10,945 NerdWallet shares in Q1 2023, an estimated $105K.
Cetera Advisors first reported a position in NerdWallet in Q4 2022 and held it in 1 quarter.
Cetera Advisors's NerdWallet position peaked at $105K in Q4 2022.
99 funds tracked by Wall St. Rank held NerdWallet as of Q1 2023.

Based on Cetera Advisors's 13F filing for Q1 2023, filed 15 May 2023.