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Prudent Man Advisors’s NerdWallet NRDS Stock Holding History

Prudent Man Advisors’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
-10,767
Closed -$137K – 184
2024
Q3 		$137K Sell
10,767
-333
-3% -$4.41K 0.05% 180
2024
Q2 		$162K Buy
11,100
+392
+4% +$5.37K 0.06% 165
2024
Q1 		$157K Sell
10,708
-460
-4% -$7.11K 0.06% 172
2023
Q4 		$164K Sell
11,168
-1,327
-11% -$14.6K 0.06% 181
2023
Q3 		$111K Buy
+12,495
New +$117K 0.04% 185

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

Prudent Man Advisors's NRDS Position: Q4 2024 in Review

Prudent Man Advisors sold out of NerdWallet (NRDS) in Q4 2024, closing a stake of 10,767 shares — an estimated $137K sold.

Prudent Man Advisors first reported a position in NRDS in Q3 2023 and held it in 5 quarters. The position peaked at $164K in Q4 2023. 128 funds tracked by Wall St. Rank hold NRDS as of Q4 2024.

  • Prudent Man Advisors reported no remaining NerdWallet position as of Q4 2024 after selling out during the quarter.
  • Prudent Man Advisors sold 10,767 NerdWallet shares in Q4 2024, an estimated $137K.
  • Prudent Man Advisors first reported a position in NerdWallet in Q3 2023 and held it in 5 quarters.
  • Prudent Man Advisors's NerdWallet position peaked at $164K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held NerdWallet as of Q4 2024.

Based on Prudent Man Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.