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Relative Value Partners Group’s NerdWallet NRDS Stock Holding History

Relative Value Partners Group’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
-300,000
Closed -$2.88M – 258
2022
Q4 		$2.88M Buy
+300,000
New +$3.37M 0.2% 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
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

Relative Value Partners Group's NRDS Position: Q1 2023 in Review

Relative Value Partners Group sold out of NerdWallet (NRDS) in Q1 2023, closing a stake of 300,000 shares — an estimated $2.88M sold.

Relative Value Partners Group first reported a position in NRDS in Q4 2022 and held it in 1 quarter. The position peaked at $2.88M in Q4 2022. 99 funds tracked by Wall St. Rank hold NRDS as of Q1 2023.

  • Relative Value Partners Group reported no remaining NerdWallet position as of Q1 2023 after selling out during the quarter.
  • Relative Value Partners Group sold 300,000 NerdWallet shares in Q1 2023, an estimated $2.88M.
  • Relative Value Partners Group first reported a position in NerdWallet in Q4 2022 and held it in 1 quarter.
  • Relative Value Partners Group's NerdWallet position peaked at $2.88M in Q4 2022.
  • 99 funds tracked by Wall St. Rank held NerdWallet as of Q1 2023.

Based on Relative Value Partners Group's 13F filing for Q1 2023, filed 12 May 2023.