JNBA Financial Advisors’s Nerdy NRDY Stock Holding History

JNBA Financial 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 Q2	–	Sell	-33	Closed	-$1.46K	–	664
2024 Q1	$1.46K	Buy	+33	New	+$1.53K	﹤0.01%	615

Other funds holding NRDY

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JNBA Financial Advisors's NRDY Position: Q2 2024 in Review

JNBA Financial Advisors sold out of Nerdy (NRDY) in Q2 2024, closing a stake of 33 shares — an estimated $1.46K sold.

JNBA Financial Advisors first reported a position in NRDY in Q1 2024 and held it in 1 quarter. The position peaked at $1.46K in Q1 2024. 88 funds tracked by Wall St. Rank hold NRDY as of Q2 2024.

JNBA Financial Advisors reported no remaining Nerdy position as of Q2 2024 after selling out during the quarter.
JNBA Financial Advisors sold 33 Nerdy shares in Q2 2024, an estimated $1.46K.
JNBA Financial Advisors first reported a position in Nerdy in Q1 2024 and held it in 1 quarter.
JNBA Financial Advisors's Nerdy position peaked at $1.46K in Q1 2024.
88 funds tracked by Wall St. Rank held Nerdy as of Q2 2024.

Based on JNBA Financial Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.