Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Nerdy NRDY Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		– Sell
-250
Closed -$858 – 3733
2023
Q4 		$858 Sell
250
-6,449
-96% -$19.8K ﹤0.01% 3197
2023
Q3 		$24.8K Buy
+6,699
New +$29K ﹤0.01% 2241

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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Northwestern Mutual Wealth Management's NRDY Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Nerdy (NRDY) in Q1 2024, closing a stake of 250 shares — an estimated $858 sold.

Northwestern Mutual Wealth Management first reported a position in NRDY in Q3 2023 and held it in 2 quarters. The position peaked at $24.8K in Q3 2023. 111 funds tracked by Wall St. Rank hold NRDY as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining Nerdy position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 250 Nerdy shares in Q1 2024, an estimated $858.
  • Northwestern Mutual Wealth Management first reported a position in Nerdy in Q3 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Nerdy position peaked at $24.8K in Q3 2023.
  • 111 funds tracked by Wall St. Rank held Nerdy as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.