Counterpoint Mutual Funds’s NerdWallet NRDS Stock Holding History

Counterpoint Mutual Funds’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	-20,682	Closed	-$263K	–	368
2024 Q3	$263K	Buy	+20,682	New	+$274K	0.05%	179
2023 Q2	–	Sell	-5,906	Closed	-$95.6K	–	419
2023 Q1	$95.6K	Buy	+5,906	New	+$89K	0.08%	280
2022 Q3	–	Sell	-14,214	Closed	-$113K	–	313
2022 Q2	$113K	Buy	+14,214	New	+$144K	0.08%	183

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Counterpoint Mutual Funds's NRDS Position: Q4 2024 in Review

Counterpoint Mutual Funds sold out of NerdWallet (NRDS) in Q4 2024, closing a stake of 20,682 shares — an estimated $263K sold.

Counterpoint Mutual Funds first reported a position in NRDS in Q2 2022 and held it in 3 quarters. The position peaked at $263K in Q3 2024. 128 funds tracked by Wall St. Rank hold NRDS as of Q4 2024.

Counterpoint Mutual Funds reported no remaining NerdWallet position as of Q4 2024 after selling out during the quarter.
Counterpoint Mutual Funds sold 20,682 NerdWallet shares in Q4 2024, an estimated $263K.
Counterpoint Mutual Funds first reported a position in NerdWallet in Q2 2022 and held it in 3 quarters.
Counterpoint Mutual Funds's NerdWallet position peaked at $263K in Q3 2024.
128 funds tracked by Wall St. Rank held NerdWallet as of Q4 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2024, filed 10 Feb 2025.