CWM
NXDR

Congress Wealth Management’s Nextdoor Holdings NXDR Stock Holding History

Congress Wealth Management’s Portfolio NXDR Stock Details NXDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$75.5K Hold
45,455
– – ﹤0.01% 1166
2025
Q1 		$69.5K Hold
45,455
– – ﹤0.01% 1053
2024
Q4 		$108K Hold
45,455
– – ﹤0.01% 869
2024
Q3 		$113K Hold
45,455
– – ﹤0.01% 835
2024
Q2 		$126K Buy
+45,455
New +$105K ﹤0.01% 708
2023
Q4 		– Sell
-45,455
Closed -$82.7K – 645
2023
Q3 		$82.7K Buy
+45,455
New +$113K ﹤0.01% 594

Other funds holding NXDR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return