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Spire Wealth Management’s NerdWallet NRDS Stock Holding History

Spire Wealth 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
Q2 		– Sell
-38,561
Closed -$624K – 2483
2023
Q1 		$624K Buy
+38,561
New +$581K 0.02% 442

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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 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

Spire Wealth Management's NRDS Position: Q2 2023 in Review

Spire Wealth Management sold out of NerdWallet (NRDS) in Q2 2023, closing a stake of 38,561 shares — an estimated $624K sold.

Spire Wealth Management first reported a position in NRDS in Q1 2023 and held it in 1 quarter. The position peaked at $624K in Q1 2023. 106 funds tracked by Wall St. Rank hold NRDS as of Q2 2023.

  • Spire Wealth Management reported no remaining NerdWallet position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 38,561 NerdWallet shares in Q2 2023, an estimated $624K.
  • Spire Wealth Management first reported a position in NerdWallet in Q1 2023 and held it in 1 quarter.
  • Spire Wealth Management's NerdWallet position peaked at $624K in Q1 2023.
  • 106 funds tracked by Wall St. Rank held NerdWallet as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.