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Creekmur Asset Management’s NerdWallet NRDS Stock Holding History

Creekmur Asset Management’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
Q3 		– Sell
-23
Closed -$336 – 1087
2024
Q2 		$336 Buy
+23
New +$315 ﹤0.01% 868

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BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Creekmur Asset Management's NRDS Position: Q3 2024 in Review

Creekmur Asset Management sold out of NerdWallet (NRDS) in Q3 2024, closing a stake of 23 shares — an estimated $336 sold.

Creekmur Asset Management first reported a position in NRDS in Q2 2024 and held it in 1 quarter. The position peaked at $336 in Q2 2024. 113 funds tracked by Wall St. Rank hold NRDS as of Q3 2024.

  • Creekmur Asset Management reported no remaining NerdWallet position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 23 NerdWallet shares in Q3 2024, an estimated $336.
  • Creekmur Asset Management first reported a position in NerdWallet in Q2 2024 and held it in 1 quarter.
  • Creekmur Asset Management's NerdWallet position peaked at $336 in Q2 2024.
  • 113 funds tracked by Wall St. Rank held NerdWallet as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.