Advisory Resource Group’s Nu Holdings NU Stock Holding History

Advisory Resource Group’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	-71,728	Closed	-$979K	–	169
2024 Q3	$979K	Buy	+71,728	New	+$965K	0.21%	105

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

Advisory Resource Group's NU Position: Q4 2024 in Review

Advisory Resource Group sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 71,728 shares — an estimated $979K sold.

Advisory Resource Group first reported a position in NU in Q3 2024 and held it in 1 quarter. The position peaked at $979K in Q3 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

Advisory Resource Group reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
Advisory Resource Group sold 71,728 Nu Holdings shares in Q4 2024, an estimated $979K.
Advisory Resource Group first reported a position in Nu Holdings in Q3 2024 and held it in 1 quarter.
Advisory Resource Group's Nu Holdings position peaked at $979K in Q3 2024.
709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Advisory Resource Group's 13F filing for Q4 2024, filed 28 Jan 2025.