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Register Financial Advisors’s Nerdy NRDY Stock Holding History

Register Financial Advisors’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
Q2 		– Sell
-4,000
Closed -$11.6K – 759
2024
Q1 		$11.6K Buy
+4,000
New +$12.3K 0.01% 523
2023
Q4 		– Sell
-11,500
Closed -$42.5K – 515
2023
Q3 		$42.5K Hold
11,500
– – 0.03% 269
2023
Q2 		$48K Hold
11,500
– – 0.03% 262
2023
Q1 		$48.1K Buy
11,500
+1,500
+15% +$4.58K 0.04% 254
2022
Q4 		$22.5K Buy
+10,000
New +$21.7K 0.01% 504

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 $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Register Financial Advisors's NRDY Position: Q2 2024 in Review

Register Financial Advisors sold out of Nerdy (NRDY) in Q2 2024, closing a stake of 4,000 shares — an estimated $11.6K sold.

Register Financial Advisors first reported a position in NRDY in Q4 2022 and held it in 5 quarters. The position peaked at $48.1K in Q1 2023. 88 funds tracked by Wall St. Rank hold NRDY as of Q2 2024.

  • Register Financial Advisors reported no remaining Nerdy position as of Q2 2024 after selling out during the quarter.
  • Register Financial Advisors sold 4,000 Nerdy shares in Q2 2024, an estimated $11.6K.
  • Register Financial Advisors first reported a position in Nerdy in Q4 2022 and held it in 5 quarters.
  • Register Financial Advisors's Nerdy position peaked at $48.1K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held Nerdy as of Q2 2024.

Based on Register Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.