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Sargent Investment Group’s Nerdy NRDY Stock Holding History

Sargent Investment Group’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
2025
Q1 		– Sell
-100,000
Closed -$153K – 240
2024
Q4 		$153K Buy
+100,000
New +$124K 0.03% 225

Other funds holding NRDY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sargent Investment Group's NRDY Position: Q1 2025 in Review

Sargent Investment Group sold out of Nerdy (NRDY) in Q1 2025, closing a stake of 100,000 shares — an estimated $153K sold.

Sargent Investment Group first reported a position in NRDY in Q4 2024 and held it in 1 quarter. The position peaked at $153K in Q4 2024. 91 funds tracked by Wall St. Rank hold NRDY as of Q1 2025.

  • Sargent Investment Group reported no remaining Nerdy position as of Q1 2025 after selling out during the quarter.
  • Sargent Investment Group sold 100,000 Nerdy shares in Q1 2025, an estimated $153K.
  • Sargent Investment Group first reported a position in Nerdy in Q4 2024 and held it in 1 quarter.
  • Sargent Investment Group's Nerdy position peaked at $153K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Nerdy as of Q1 2025.

Based on Sargent Investment Group's 13F filing for Q1 2025, filed 5 May 2025.