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Concourse Financial Group Securities’s NerdWallet NRDS Stock Holding History

Concourse Financial Group Securities’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
-100
Closed -$1.33K – 2306
2024
Q3 		$1.27K Buy
+100
New +$1.32K ﹤0.01% 2035

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

Concourse Financial Group Securities's NRDS Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of NerdWallet (NRDS) in Q4 2024, closing a stake of 100 shares — an estimated $1.33K sold.

Concourse Financial Group Securities first reported a position in NRDS in Q3 2024 and held it in 1 quarter. The position peaked at $1.27K in Q3 2024. 128 funds tracked by Wall St. Rank hold NRDS as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining NerdWallet position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 100 NerdWallet shares in Q4 2024, an estimated $1.33K.
  • Concourse Financial Group Securities first reported a position in NerdWallet in Q3 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's NerdWallet position peaked at $1.27K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held NerdWallet as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.