RJFSA
NRDS icon

Raymond James Financial Services Advisors’s NerdWallet NRDS Stock Holding History

Raymond James Financial Services 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
Q2 		– Sell
-12,444
Closed -$183K – 3484
2024
Q1 		$183K Sell
12,444
-1,484
-11% -$22.9K ﹤0.01% 3120
2023
Q4 		$205K Buy
+13,928
New +$153K ﹤0.01% 2977

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial Services Advisors's NRDS Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of NerdWallet (NRDS) in Q2 2024, closing a stake of 12,444 shares — an estimated $183K sold.

Raymond James Financial Services Advisors first reported a position in NRDS in Q4 2023 and held it in 2 quarters. The position peaked at $205K in Q4 2023. 108 funds tracked by Wall St. Rank hold NRDS as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining NerdWallet position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 12,444 NerdWallet shares in Q2 2024, an estimated $183K.
  • Raymond James Financial Services Advisors first reported a position in NerdWallet in Q4 2023 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's NerdWallet position peaked at $205K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held NerdWallet as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.