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Whetstone Capital Advisors’s NerdWallet NRDS Stock Holding History

Whetstone Capital 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
2023
Q4 		– Sell
-143,944
Closed -$1.28M – 31
2023
Q3 		$1.28M Buy
+143,944
New +$1.35M 0.71% 26

Other funds holding NRDS

ICM
Innovius Capital Management San Francisco, California $77.9M AUM 61.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whetstone Capital Advisors's NRDS Position: Q4 2023 in Review

Whetstone Capital Advisors sold out of NerdWallet (NRDS) in Q4 2023, closing a stake of 143,944 shares — an estimated $1.28M sold.

Whetstone Capital Advisors first reported a position in NRDS in Q3 2023 and held it in 1 quarter. The position peaked at $1.28M in Q3 2023. 104 funds tracked by Wall St. Rank hold NRDS as of Q4 2023.

  • Whetstone Capital Advisors reported no remaining NerdWallet position as of Q4 2023 after selling out during the quarter.
  • Whetstone Capital Advisors sold 143,944 NerdWallet shares in Q4 2023, an estimated $1.28M.
  • Whetstone Capital Advisors first reported a position in NerdWallet in Q3 2023 and held it in 1 quarter.
  • Whetstone Capital Advisors's NerdWallet position peaked at $1.28M in Q3 2023.
  • 104 funds tracked by Wall St. Rank held NerdWallet as of Q4 2023.

Based on Whetstone Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.