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Abacus Wealth Partners’s Nu Holdings NU Stock Holding History

Abacus Wealth Partners’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-610,248
Closed -$2.48M – 96
2022
Q4 		$2.48M Hold
610,248
– – 0.88% 15
2022
Q3 		$2.69M Buy
610,248
+358,308
+142% +$1.64M 1.42% 9
2022
Q2 		$942K Buy
+251,940
New +$1.28M 0.49% 19

Other funds holding NU

GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abacus Wealth Partners's NU Position: Q1 2023 in Review

Abacus Wealth Partners sold out of Nu Holdings (NU) in Q1 2023, closing a stake of 610,248 shares — an estimated $2.48M sold.

Abacus Wealth Partners first reported a position in NU in Q2 2022 and held it in 3 quarters. The position peaked at $2.69M in Q3 2022. 301 funds tracked by Wall St. Rank hold NU as of Q1 2023.

  • Abacus Wealth Partners reported no remaining Nu Holdings position as of Q1 2023 after selling out during the quarter.
  • Abacus Wealth Partners sold 610,248 Nu Holdings shares in Q1 2023, an estimated $2.48M.
  • Abacus Wealth Partners first reported a position in Nu Holdings in Q2 2022 and held it in 3 quarters.
  • Abacus Wealth Partners's Nu Holdings position peaked at $2.69M in Q3 2022.
  • 301 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2023.

Based on Abacus Wealth Partners's 13F filing for Q1 2023, filed 19 May 2023.