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Buckingham Strategic Wealth’s Nerdy NRDY Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$25K Hold
14,954
– – ﹤0.01% 759
2024
Q1 		$43.5K Hold
14,954
– – ﹤0.01% 748
2023
Q4 		$51.3K Buy
+14,954
New +$45.9K ﹤0.01% 712
2023
Q2 		– Sell
-19,415
Closed -$43.7K – 714
2023
Q1 		$43.7K Hold
19,415
– – ﹤0.01% 600
2022
Q4 		$43.7K Buy
19,415
+7,061
+57% +$15.3K ﹤0.01% 602
2022
Q3 		$26K Hold
12,354
– – ﹤0.01% 596
2022
Q2 		$26K Buy
+12,354
New +$40.2K ﹤0.01% 596

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Buckingham Strategic Wealth's NRDY Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Nerdy (NRDY) position steady in Q2 2024 at 14,954 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Buckingham Strategic Wealth first reported a position in NRDY in Q2 2022 and has held it in 7 quarters since. The position peaked at $51.3K in Q4 2023. 88 funds tracked by Wall St. Rank hold NRDY as of Q2 2024.

  • Buckingham Strategic Wealth held 14,954 shares of Nerdy worth $25K as of Q2 2024.
  • Buckingham Strategic Wealth left its Nerdy share count unchanged in Q2 2024.
  • Nerdy made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #759 holding.
  • Buckingham Strategic Wealth first reported a position in Nerdy in Q2 2022 and has held it in 7 quarters since.
  • Buckingham Strategic Wealth's Nerdy position peaked at $51.3K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Nerdy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.