Advisor OS’s Nu Holdings NU Stock Holding History

Advisor OS’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 Q4	–	Sell	-17,454	Closed	-$238K	–	440
2024 Q3	$238K	Sell	17,454 -1,557	-8%	-$20.9K	0.02%	359
2024 Q2	$245K	Buy	19,011 +602	+3%	+$7.01K	0.03%	340
2024 Q1	$220K	Buy	+18,409	New	+$188K	0.03%	360

Other funds holding NU

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

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

SUT

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor OS's NU Position: Q4 2024 in Review

Advisor OS sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 17,454 shares — an estimated $238K sold.

Advisor OS first reported a position in NU in Q1 2024 and held it in 3 quarters. The position peaked at $245K in Q2 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

Advisor OS reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
Advisor OS sold 17,454 Nu Holdings shares in Q4 2024, an estimated $238K.
Advisor OS first reported a position in Nu Holdings in Q1 2024 and held it in 3 quarters.
Advisor OS's Nu Holdings position peaked at $245K in Q2 2024.
709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.