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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
34,246
+3,460
+11% +$12.3K ﹤0.01% 501
2023
Q1 		$122K Buy
30,786
+10,095
+49% +$30.9K ﹤0.01% 493
2022
Q4 		$47K Buy
20,691
+3,667
+22% +$7.96K ﹤0.01% 443
2022
Q3 		$36 Buy
17,024
+1,530
+10% +$4.1K ﹤0.01% 417
2022
Q2 		$33K Buy
15,494
+2,001
+15% +$6.51K ﹤0.01% 413
2022
Q1 		$69K Buy
13,493
+2,205
+20% +$9.83K ﹤0.01% 409
2021
Q4 		$51K Buy
+11,288
New +$80.6K ﹤0.01% 394

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 $761B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $497M AUM 59.08% 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 $406M AUM 164.47% 1-Year Est. Return