DecisionPoint Financial’s NerdWallet NRDS Stock Holding History

DecisionPoint Financial’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 Q2	–	Sell	-1	Closed	-$13	–	267
2024 Q1	$13	Buy	+1	New	+$15	﹤0.01%	272

Other funds holding NRDS

ICM

Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

DecisionPoint Financial's NRDS Position: Q2 2024 in Review

DecisionPoint Financial sold out of NerdWallet (NRDS) in Q2 2024, closing a stake of 1 share — an estimated $13 sold.

DecisionPoint Financial first reported a position in NRDS in Q1 2024 and held it in 1 quarter. The position peaked at $13 in Q1 2024. 108 funds tracked by Wall St. Rank hold NRDS as of Q2 2024.

DecisionPoint Financial reported no remaining NerdWallet position as of Q2 2024 after selling out during the quarter.
DecisionPoint Financial sold 1 NerdWallet share in Q2 2024, an estimated $13.
DecisionPoint Financial first reported a position in NerdWallet in Q1 2024 and held it in 1 quarter.
DecisionPoint Financial's NerdWallet position peaked at $13 in Q1 2024.
108 funds tracked by Wall St. Rank held NerdWallet as of Q2 2024.

Based on DecisionPoint Financial's 13F filing for Q2 2024, filed 9 Aug 2024.