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VisionPoint Advisory Group’s Nerdy NRDY Stock Holding History

VisionPoint Advisory 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
2024
Q4 		– Sell
-2,000
Closed -$1.97K – 309
2024
Q3 		$1.97K Hold
2,000
– – ﹤0.01% 244
2024
Q2 		$3.34K Hold
2,000
– – ﹤0.01% 602
2024
Q1 		$5.82K Buy
+2,000
New +$6.17K ﹤0.01% 517

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

VisionPoint Advisory Group's NRDY Position: Q4 2024 in Review

VisionPoint Advisory Group sold out of Nerdy (NRDY) in Q4 2024, closing a stake of 2,000 shares — an estimated $1.97K sold.

VisionPoint Advisory Group first reported a position in NRDY in Q1 2024 and held it in 3 quarters. The position peaked at $5.82K in Q1 2024. 92 funds tracked by Wall St. Rank hold NRDY as of Q4 2024.

  • VisionPoint Advisory Group reported no remaining Nerdy position as of Q4 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,000 Nerdy shares in Q4 2024, an estimated $1.97K.
  • VisionPoint Advisory Group first reported a position in Nerdy in Q1 2024 and held it in 3 quarters.
  • VisionPoint Advisory Group's Nerdy position peaked at $5.82K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Nerdy as of Q4 2024.

Based on VisionPoint Advisory Group's 13F filing for Q4 2024, filed 3 Feb 2025.