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Essex Investment Management’s NerdWallet NRDS Stock Holding History

Essex Investment 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
-110,656
Closed -$1.62M – 318
2024
Q2 		$1.62M Buy
+110,656
New +$1.52M 0.3% 125

Other funds holding NRDS

ICM
Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Essex Investment Management's NRDS Position: Q3 2024 in Review

Essex Investment Management sold out of NerdWallet (NRDS) in Q3 2024, closing a stake of 110,656 shares — an estimated $1.62M sold.

Essex Investment Management first reported a position in NRDS in Q2 2024 and held it in 1 quarter. The position peaked at $1.62M in Q2 2024. 113 funds tracked by Wall St. Rank hold NRDS as of Q3 2024.

  • Essex Investment Management reported no remaining NerdWallet position as of Q3 2024 after selling out during the quarter.
  • Essex Investment Management sold 110,656 NerdWallet shares in Q3 2024, an estimated $1.62M.
  • Essex Investment Management first reported a position in NerdWallet in Q2 2024 and held it in 1 quarter.
  • Essex Investment Management's NerdWallet position peaked at $1.62M in Q2 2024.
  • 113 funds tracked by Wall St. Rank held NerdWallet as of Q3 2024.

Based on Essex Investment Management's 13F filing for Q3 2024, filed 10 Oct 2024.