SSG
NRDS icon

Summit Securities Group’s NerdWallet NRDS Stock Holding History

Summit Securities 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
2024
Q2 		– Sell
-559
Closed -$8K – 709
2024
Q1 		$8K Buy
+559
New +$8.64K ﹤0.01% 352

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
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 $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's NRDS Position: Q2 2024 in Review

Summit Securities Group sold out of NerdWallet (NRDS) in Q2 2024, closing a stake of 559 shares — an estimated $8K sold.

Summit Securities Group first reported a position in NRDS in Q1 2024 and held it in 1 quarter. The position peaked at $8K in Q1 2024. 108 funds tracked by Wall St. Rank hold NRDS as of Q2 2024.

  • Summit Securities Group reported no remaining NerdWallet position as of Q2 2024 after selling out during the quarter.
  • Summit Securities Group sold 559 NerdWallet shares in Q2 2024, an estimated $8K.
  • Summit Securities Group first reported a position in NerdWallet in Q1 2024 and held it in 1 quarter.
  • Summit Securities Group's NerdWallet position peaked at $8K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held NerdWallet as of Q2 2024.

Based on Summit Securities Group's 13F filing for Q2 2024, filed 26 Jul 2024.