Able Wealth Management’s Nu Holdings NU Stock Holding History

Able 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 Q1	–	Sell	-25	Closed	-$208	–	409
2023 Q4	$208	Buy	+25	New	+$202	﹤0.01%	580

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Able Wealth Management's NU Position: Q1 2024 in Review

Able Wealth Management sold out of Nu Holdings (NU) in Q1 2024, closing a stake of 25 shares — an estimated $208 sold.

Able Wealth Management first reported a position in NU in Q4 2023 and held it in 1 quarter. The position peaked at $208 in Q4 2023. 573 funds tracked by Wall St. Rank hold NU as of Q1 2024.

Able Wealth Management reported no remaining Nu Holdings position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 25 Nu Holdings shares in Q1 2024, an estimated $208.
Able Wealth Management first reported a position in Nu Holdings in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Nu Holdings position peaked at $208 in Q4 2023.
573 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.