AWM
NU icon

AE Wealth Management’s Nu Holdings NU Stock Holding History

AE 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
-28,925
Closed -$275K – 1710
2023
Q4 		$275K Buy
28,925
+15,657
+118% +$127K ﹤0.01% 1754
2023
Q3 		$96.2K Buy
13,268
+1,299
+11% +$9.72K ﹤0.01% 1842
2023
Q2 		$94.4K Buy
+11,969
New +$73.5K ﹤0.01% 1813

Other funds holding NU

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AE Wealth Management sold out of Nu Holdings (NU) in Q1 2024, closing a stake of 28,925 shares — an estimated $275K sold.

AE Wealth Management first reported a position in NU in Q2 2023 and held it in 3 quarters. The position peaked at $275K in Q4 2023. 573 funds tracked by Wall St. Rank hold NU as of Q1 2024.

  • AE Wealth Management reported no remaining Nu Holdings position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 28,925 Nu Holdings shares in Q1 2024, an estimated $275K.
  • AE Wealth Management first reported a position in Nu Holdings in Q2 2023 and held it in 3 quarters.
  • AE Wealth Management's Nu Holdings position peaked at $275K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.