Commonwealth Equity Services
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Commonwealth Equity Services’s NerdWallet NRDS Stock Holding History

Commonwealth Equity Services’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
-11,600
Closed -$109K – 3903
2023
Q2 		$109K Hold
11,600
– – ﹤0.01% 3559
2023
Q1 		$187 Hold
11,600
– – ﹤0.01% 3344
2022
Q4 		$111K Hold
11,600
– – ﹤0.01% 3398
2022
Q3 		$102K Hold
11,600
– – ﹤0.01% 3371
2022
Q2 		$91K Hold
11,600
– – ﹤0.01% 3391
2022
Q1 		$139K Buy
11,600
+200
+2% +$2.56K ﹤0.01% 3418
2021
Q4 		$177K Buy
+11,400
New +$223K ﹤0.01% 3335

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

Commonwealth Equity Services's NRDS Position: Q3 2023 in Review

Commonwealth Equity Services sold out of NerdWallet (NRDS) in Q3 2023, closing a stake of 11,600 shares — an estimated $109K sold.

Commonwealth Equity Services first reported a position in NRDS in Q4 2021 and held it in 7 quarters. The position peaked at $177K in Q4 2021. 95 funds tracked by Wall St. Rank hold NRDS as of Q3 2023.

  • Commonwealth Equity Services reported no remaining NerdWallet position as of Q3 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,600 NerdWallet shares in Q3 2023, an estimated $109K.
  • Commonwealth Equity Services first reported a position in NerdWallet in Q4 2021 and held it in 7 quarters.
  • Commonwealth Equity Services's NerdWallet position peaked at $177K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held NerdWallet as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.