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Money Concepts Capital’s NerdWallet NRDS Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,586
Closed -$15.2K – 2039
2022
Q4 		$15.2K Buy
+1,586
New +$17.8K ﹤0.01% 1814
2022
Q2 		– Sell
-243
Closed -$3K – 2205
2022
Q1 		$3K Buy
+243
New +$3.11K ﹤0.01% 2370

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Money Concepts Capital's NRDS Position: Q1 2023 in Review

Money Concepts Capital sold out of NerdWallet (NRDS) in Q1 2023, closing a stake of 1,586 shares — an estimated $15.2K sold.

Money Concepts Capital first reported a position in NRDS in Q1 2022 and held it in 2 quarters. The position peaked at $15.2K in Q4 2022. 99 funds tracked by Wall St. Rank hold NRDS as of Q1 2023.

  • Money Concepts Capital reported no remaining NerdWallet position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,586 NerdWallet shares in Q1 2023, an estimated $15.2K.
  • Money Concepts Capital first reported a position in NerdWallet in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's NerdWallet position peaked at $15.2K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held NerdWallet as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.