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Oberweis Asset Management’s NerdWallet NRDS Stock Holding History

Oberweis 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
2023
Q3 		– Sell
-187,700
Closed -$1.77M – 211
2023
Q2 		$1.77M Sell
187,700
-42,000
-18% -$474K 0.21% 137
2023
Q1 		$3.72M Buy
229,700
+53,800
+31% +$810K 0.58% 40
2022
Q4 		$1.69M Buy
+175,900
New +$1.97M 0.36% 90

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oberweis Asset Management's NRDS Position: Q3 2023 in Review

Oberweis Asset Management sold out of NerdWallet (NRDS) in Q3 2023, closing a stake of 187,700 shares — an estimated $1.77M sold.

Oberweis Asset Management first reported a position in NRDS in Q4 2022 and held it in 3 quarters. The position peaked at $3.72M in Q1 2023. 95 funds tracked by Wall St. Rank hold NRDS as of Q3 2023.

  • Oberweis Asset Management reported no remaining NerdWallet position as of Q3 2023 after selling out during the quarter.
  • Oberweis Asset Management sold 187,700 NerdWallet shares in Q3 2023, an estimated $1.77M.
  • Oberweis Asset Management first reported a position in NerdWallet in Q4 2022 and held it in 3 quarters.
  • Oberweis Asset Management's NerdWallet position peaked at $3.72M in Q1 2023.
  • 95 funds tracked by Wall St. Rank held NerdWallet as of Q3 2023.

Based on Oberweis Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.