PWMG
UDMY

Private Wealth Management Group’s Udemy UDMY Stock Holding History

Private Wealth Management Group’s Portfolio UDMY Stock Details UDMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-48
Closed -$415 – 1549
2024
Q2 		$415 Hold
48
– – ﹤0.01% 1474
2024
Q1 		$528 Hold
48
– – ﹤0.01% 1436
2023
Q4 		$708 Buy
+48
New +$598 ﹤0.01% 1378

Other funds holding UDMY

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Private Wealth Management Group's UDMY Position: Q3 2024 in Review

Private Wealth Management Group sold out of Udemy (UDMY) in Q3 2024, closing a stake of 48 shares — an estimated $415 sold.

Private Wealth Management Group first reported a position in UDMY in Q4 2023 and held it in 3 quarters. The position peaked at $708 in Q4 2023. 138 funds tracked by Wall St. Rank hold UDMY as of Q3 2024.

  • Private Wealth Management Group reported no remaining Udemy position as of Q3 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 48 Udemy shares in Q3 2024, an estimated $415.
  • Private Wealth Management Group first reported a position in Udemy in Q4 2023 and held it in 3 quarters.
  • Private Wealth Management Group's Udemy position peaked at $708 in Q4 2023.
  • 138 funds tracked by Wall St. Rank held Udemy as of Q3 2024.

Based on Private Wealth Management Group's 13F filing for Q3 2024, filed 29 Oct 2024.