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Capital Performance Advisors’s Nerdy NRDY Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-420
Closed -$413 – 1802
2024
Q3 		$413 Buy
+420
New +$538 ﹤0.01% 2332

Other funds holding NRDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's NRDY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Nerdy (NRDY) in Q4 2024, closing a stake of 420 shares — an estimated $413 sold.

Capital Performance Advisors first reported a position in NRDY in Q3 2024 and held it in 1 quarter. The position peaked at $413 in Q3 2024. 92 funds tracked by Wall St. Rank hold NRDY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Nerdy position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 420 Nerdy shares in Q4 2024, an estimated $413.
  • Capital Performance Advisors first reported a position in Nerdy in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Nerdy position peaked at $413 in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Nerdy as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.