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Paloma Partners’s NerdWallet NRDS Stock Holding History

Paloma Partners’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
Q4 		– Sell
-19,914
Closed -$253K – 832
2024
Q3 		$253K Buy
+19,914
New +$264K 0.01% 886

Other funds holding NRDS

TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return

Paloma Partners's NRDS Position: Q4 2024 in Review

Paloma Partners sold out of NerdWallet (NRDS) in Q4 2024, closing a stake of 19,914 shares — an estimated $253K sold.

Paloma Partners first reported a position in NRDS in Q3 2024 and held it in 1 quarter. The position peaked at $253K in Q3 2024. 128 funds tracked by Wall St. Rank hold NRDS as of Q4 2024.

  • Paloma Partners reported no remaining NerdWallet position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 19,914 NerdWallet shares in Q4 2024, an estimated $253K.
  • Paloma Partners first reported a position in NerdWallet in Q3 2024 and held it in 1 quarter.
  • Paloma Partners's NerdWallet position peaked at $253K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held NerdWallet as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.