My Personal CFO LLC’s Nerdy NRDY Stock Holding History

My Personal CFO LLC’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
2023 Q4	–	Sell	-12,482	Closed	-$46.2K	–	91
2023 Q3	$46.2K	Hold	12,482	–	–	0.04%	83
2023 Q2	$52K	Buy	+12,482	New	+$44.4K	0.04%	82

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

KLC

Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

PCM

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

My Personal CFO LLC's NRDY Position: Q4 2023 in Review

My Personal CFO LLC sold out of Nerdy (NRDY) in Q4 2023, closing a stake of 12,482 shares — an estimated $46.2K sold.

My Personal CFO LLC first reported a position in NRDY in Q2 2023 and held it in 2 quarters. The position peaked at $52K in Q2 2023. 114 funds tracked by Wall St. Rank hold NRDY as of Q4 2023.

My Personal CFO LLC reported no remaining Nerdy position as of Q4 2023 after selling out during the quarter.
My Personal CFO LLC sold 12,482 Nerdy shares in Q4 2023, an estimated $46.2K.
My Personal CFO LLC first reported a position in Nerdy in Q2 2023 and held it in 2 quarters.
My Personal CFO LLC's Nerdy position peaked at $52K in Q2 2023.
114 funds tracked by Wall St. Rank held Nerdy as of Q4 2023.

Based on My Personal CFO LLC's 13F filing for Q4 2023, filed 23 Jan 2024.