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Abich Financial Wealth Management’s Nu Holdings NU Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		$14K Sell
1,025
-542
-35% -$7.29K 0.03% 173
2024
Q2 		$20.2K Buy
1,567
+929
+146% +$10.8K 0.01% 216
2024
Q1 		$7.61K Buy
638
+599
+1,536% +$6.12K 0.01% 246
2023
Q4 		$325 Buy
+39
New +$315 ﹤0.01% 429

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abich Financial Wealth Management's NU Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Nu Holdings (NU) stake by 35% in Q3 2024, selling an estimated $7.29K and leaving 1,025 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #173.

Abich Financial Wealth Management first reported a position in NU in Q4 2023 and has held it in 4 quarters since. The position peaked at $20.2K in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • Abich Financial Wealth Management held 1,025 shares of Nu Holdings worth $14K as of Q3 2024.
  • Abich Financial Wealth Management sold 542 Nu Holdings shares in Q3 2024, an estimated $7.29K.
  • Nu Holdings made up 0.03% of Abich Financial Wealth Management's portfolio in Q3 2024, its #173 holding.
  • Abich Financial Wealth Management first reported a position in Nu Holdings in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Nu Holdings position peaked at $20.2K in Q2 2024.
  • 649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.