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Activest Wealth Management’s Nerdy NRDY Stock Holding History

Activest Wealth Management’s Portfolio NRDY Stock Details NRDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,000
Closed -$11.3K – 463
2022
Q4 		$11.3K Hold
5,000
– – ﹤0.01% 306
2022
Q3 		$11K Buy
+5,000
New +$13.4K ﹤0.01% 306

Other funds holding NRDY

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Activest Wealth Management's NRDY Position: Q1 2023 in Review

Activest Wealth Management sold out of Nerdy (NRDY) in Q1 2023, closing a stake of 5,000 shares — an estimated $11.3K sold.

Activest Wealth Management first reported a position in NRDY in Q3 2022 and held it in 2 quarters. The position peaked at $11.3K in Q4 2022. 87 funds tracked by Wall St. Rank hold NRDY as of Q1 2023.

  • Activest Wealth Management reported no remaining Nerdy position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 5,000 Nerdy shares in Q1 2023, an estimated $11.3K.
  • Activest Wealth Management first reported a position in Nerdy in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Nerdy position peaked at $11.3K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held Nerdy as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.