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Evelyn Partners Investment Management’s NerdWallet NRDS Stock Holding History

Evelyn Partners 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
2025
Q2 		– Sell
-12,450
Closed -$113K – 432
2025
Q1 		$113K Buy
+12,450
New +$149K ﹤0.01% 229

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QOP
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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Geode Capital Management
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Arrowstreet Capital
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State Street
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Renaissance Technologies
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Evelyn Partners Investment Management's NRDS Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of NerdWallet (NRDS) in Q2 2025, closing a stake of 12,450 shares — an estimated $113K sold.

Evelyn Partners Investment Management first reported a position in NRDS in Q1 2025 and held it in 1 quarter. The position peaked at $113K in Q1 2025. 139 funds tracked by Wall St. Rank hold NRDS as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining NerdWallet position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 12,450 NerdWallet shares in Q2 2025, an estimated $113K.
  • Evelyn Partners Investment Management first reported a position in NerdWallet in Q1 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management's NerdWallet position peaked at $113K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held NerdWallet as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.