RGT Wealth Advisors’s Nerdy NRDY Stock Holding History

RGT Wealth 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
2022 Q1	–	Sell	-113	Closed	-$1K	–	258
2021 Q4	$1K	Buy	+113	New	+$807	﹤0.01%	328

Other funds holding NRDY

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

RGT Wealth Advisors's NRDY Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Nerdy (NRDY) in Q1 2022, closing a stake of 113 shares — an estimated $1K sold.

RGT Wealth Advisors first reported a position in NRDY in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 80 funds tracked by Wall St. Rank hold NRDY as of Q1 2022.

RGT Wealth Advisors reported no remaining Nerdy position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 113 Nerdy shares in Q1 2022, an estimated $1K.
RGT Wealth Advisors first reported a position in Nerdy in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's Nerdy position peaked at $1K in Q4 2021.
80 funds tracked by Wall St. Rank held Nerdy as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.