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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
-22
Closed -$1.14K – 464
2023
Q4 		$1.14K Hold
22
– – ﹤0.01% 451
2023
Q3 		$1.22K Hold
22
– – ﹤0.01% 436
2023
Q2 		$1.38K Hold
22
– – ﹤0.01% 446
2023
Q1 		$1.38K Buy
+22
New +$1.01K ﹤0.01% 461
2022
Q2 		– Sell
-22
Closed -$2K – 525
2022
Q1 		$2K Sell
22
-6
-21% -$401 ﹤0.01% 467
2021
Q4 		$2K Buy
28
+10
+56% +$1.07K ﹤0.01% 506
2021
Q3 		$3K Hold
18
– – ﹤0.01% 470
2021
Q2 		$3K Buy
+18
New +$2.73K ﹤0.01% 460

Other funds holding NRDY

TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 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 22 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. 110 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 22 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.
  • 110 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.