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Atlas Capital Advisors’s Nerdy NRDY Stock Holding History

Atlas Capital Advisors’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
Q4 		– Sell
-15,000
Closed -$55.5K – 917
2023
Q3 		$55.5K Buy
+15,000
New +$65K 0.01% 521
2022
Q4 		– Sell
-300,000
Closed -$633K – 934
2022
Q3 		$633K Hold
300,000
– – 0.12% 146
2022
Q2 		$639K Buy
+300,000
New +$977K 0.11% 158

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Atlas Capital Advisors's NRDY Position: Q4 2023 in Review

Atlas Capital Advisors sold out of Nerdy (NRDY) in Q4 2023, closing a stake of 15,000 shares — an estimated $55.5K sold.

Atlas Capital Advisors first reported a position in NRDY in Q2 2022 and held it in 3 quarters. The position peaked at $639K in Q2 2022. 114 funds tracked by Wall St. Rank hold NRDY as of Q4 2023.

  • Atlas Capital Advisors reported no remaining Nerdy position as of Q4 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 15,000 Nerdy shares in Q4 2023, an estimated $55.5K.
  • Atlas Capital Advisors first reported a position in Nerdy in Q2 2022 and held it in 3 quarters.
  • Atlas Capital Advisors's Nerdy position peaked at $639K in Q2 2022.
  • 114 funds tracked by Wall St. Rank held Nerdy as of Q4 2023.

Based on Atlas Capital Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.