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Newbridge Financial Services Group’s Nerdy NRDY Stock Holding History

Newbridge Financial Services Group’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
-500
Closed -$1.46K – 1187
2024
Q1 		$1.46K Hold
500
– – ﹤0.01% 1024
2023
Q4 		$1.72K Hold
500
– – ﹤0.01% 988
2023
Q3 		$1.85K Buy
+500
New +$2.17K ﹤0.01% 1083

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

Newbridge Financial Services Group's NRDY Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Nerdy (NRDY) in Q2 2024, closing a stake of 500 shares — an estimated $1.46K sold.

Newbridge Financial Services Group first reported a position in NRDY in Q3 2023 and held it in 3 quarters. The position peaked at $1.85K in Q3 2023. 88 funds tracked by Wall St. Rank hold NRDY as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining Nerdy position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 Nerdy shares in Q2 2024, an estimated $1.46K.
  • Newbridge Financial Services Group first reported a position in Nerdy in Q3 2023 and held it in 3 quarters.
  • Newbridge Financial Services Group's Nerdy position peaked at $1.85K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held Nerdy as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.