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Phoenix Financial’s Nerdy NRDY Stock Holding History

Phoenix Financial’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
2022
Q3 		– Sell
-1,021,500
Closed -$2.18M – 357
2022
Q2 		$2.18M Sell
1,021,500
-1,042,841
-51% -$3.4M 0.04% 155
2022
Q1 		$10.5M Sell
2,064,341
-290,954
-12% -$1.3M 0.18% 98
2021
Q4 		$10.6M Buy
2,355,295
+561,563
+31% +$4.01M 0.17% 100
2021
Q3 		$17.9M Buy
1,793,732
+870,481
+94% +$8.79M 0.31% 83
2021
Q2 		$9.16M Buy
923,251
+437,985
+90% +$4.43M 0.17% 112
2021
Q1 		$3.54M Buy
+485,266
New +$5.29M 0.08% 170

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Phoenix Financial's NRDY Position: Q3 2022 in Review

Phoenix Financial sold out of Nerdy (NRDY) in Q3 2022, closing a stake of 1,021,500 shares — an estimated $2.18M sold.

Phoenix Financial first reported a position in NRDY in Q1 2021 and held it in 6 quarters. The position peaked at $17.9M in Q3 2021. 78 funds tracked by Wall St. Rank hold NRDY as of Q3 2022.

  • Phoenix Financial reported no remaining Nerdy position as of Q3 2022 after selling out during the quarter.
  • Phoenix Financial sold 1,021,500 Nerdy shares in Q3 2022, an estimated $2.18M.
  • Phoenix Financial first reported a position in Nerdy in Q1 2021 and held it in 6 quarters.
  • Phoenix Financial's Nerdy position peaked at $17.9M in Q3 2021.
  • 78 funds tracked by Wall St. Rank held Nerdy as of Q3 2022.

Based on Phoenix Financial's 13F filing for Q3 2022, filed 10 Nov 2022.