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Nerdwallet shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of Nerdwallet (NRDS) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in Nerdwallet

Tip: Access up to 7 years of quarterly data

All positions including Nerdwallet held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nerdwallet by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $172k 12k 14.70
2023-12-31 $221k 15k 14.72
2023-09-30 $138k 16k 8.89
2023-06-30 $146k 16k 9.41
2023-03-31 $251k 16k 16.18
2022-12-31 $197k 21k 9.60
2022-09-30 $260k 26k 10.18
2022-06-30 $289k 34k 8.49

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Snowflake Cl A (SNOW)
Ccc Intelligent Solutions Holdings (CCCS)
Datadog Cl A Com (DDOG)
NVIDIA Corporation (NVDA)
Procore Technologies (PCOR)

View all positions for Vista Wealth Management Group

Top funds holding Nerdwallet

Innovius Capital Management
Vanguard Group
Samlyn Capital
Brandywine Global Investment Management
Dimensional Fund Advisors
Lord, Abbett & Co
Centaurus Financial
Charles Schwab Investment Management
Connor, Clark & Lunn Investment Management
D. E. Shaw & Co
T. Rowe Price Associates
Citadel Advisors
Marshall Wace
G2 Investment Partners Management
Royal Bank of Canada

View all funds holding Nerdwallet