Bellevue Asset Management’s Nerdy NRDY Stock Holding History

Bellevue Asset 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
2024 Q1	–	Sell	-331	Closed	-$1.14K	–	464
2023 Q4	$1.14K	Hold	331	–	–	﹤0.01%	451
2023 Q3	$1.22K	Hold	331	–	–	﹤0.01%	436
2023 Q2	$1.38K	Hold	331	–	–	﹤0.01%	446
2023 Q1	$1.38K	Buy	+331	New	+$1.01K	﹤0.01%	461
2022 Q2	–	Sell	-331	Closed	-$2K	–	525
2022 Q1	$2K	Sell	331 -84	-20%	-$375	﹤0.01%	467
2021 Q4	$2K	Buy	415 +144	+53%	+$1.03K	﹤0.01%	506
2021 Q3	$3K	Hold	271	–	–	﹤0.01%	470
2021 Q2	$3K	Buy	+271	New	+$2.74K	﹤0.01%	460

Other funds holding NRDY

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Bellevue Asset Management's NRDY Position: Q1 2024 in Review

Bellevue Asset Management sold out of Nerdy (NRDY) in Q1 2024, closing a stake of 331 shares — an estimated $1.14K sold.

Bellevue Asset Management first reported a position in NRDY in Q2 2021 and held it in 8 quarters. The position peaked at $3K in Q3 2021. 111 funds tracked by Wall St. Rank hold NRDY as of Q1 2024.

Bellevue Asset Management reported no remaining Nerdy position as of Q1 2024 after selling out during the quarter.
Bellevue Asset Management sold 331 Nerdy shares in Q1 2024, an estimated $1.14K.
Bellevue Asset Management first reported a position in Nerdy in Q2 2021 and held it in 8 quarters.
Bellevue Asset Management's Nerdy position peaked at $3K in Q3 2021.
111 funds tracked by Wall St. Rank held Nerdy as of Q1 2024.

Based on Bellevue Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.