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PFS Investments’s Nerdy NRDY Stock Holding History

PFS Investments’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
Q2 		$143K Buy
2,283
+231
+11% +$12.3K ﹤0.01% 501
2023
Q1 		$122K Buy
2,052
+673
+49% +$30.9K ﹤0.01% 493
2022
Q4 		$47K Buy
1,379
+244
+21% +$7.95K ﹤0.01% 443
2022
Q3 		$36K Buy
1,135
+102
+10% +$4.1K ﹤0.01% 417
2022
Q2 		$33K Buy
1,033
+133
+15% +$6.5K ﹤0.01% 413
2022
Q1 		$69K Buy
900
+147
+20% +$9.83K ﹤0.01% 409
2021
Q4 		$51K Buy
+753
New +$80.7K ﹤0.01% 394

Other funds holding NRDY

TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $903M AUM 113.12% 1-Year Est. Return
Vanguard Group
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
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

PFS Investments's NRDY Position: Q2 2023 in Review

PFS Investments increased its Nerdy (NRDY) stake by 11% in Q2 2023, buying an estimated $12.3K and bringing the position to 2,283 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

PFS Investments first reported a position in NRDY in Q4 2021 and has held it in 7 quarters since. 102 funds tracked by Wall St. Rank hold NRDY as of Q2 2023.

  • PFS Investments held 2,283 shares of Nerdy worth $143K as of Q2 2023.
  • PFS Investments bought 231 Nerdy shares in Q2 2023, an estimated $12.3K.
  • Nerdy made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #501 holding.
  • PFS Investments first reported a position in Nerdy in Q4 2021 and has held it in 7 quarters since.
  • 102 funds tracked by Wall St. Rank held Nerdy as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.