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AJ Wealth Strategies’s Nu Holdings NU Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$2.58M Buy
326,499
+135,778
+71% +$834K 0.12% 79
2023
Q1 		$908K Hold
190,721
– – 0.05% 132
2022
Q4 		$776K Buy
190,721
+130,661
+218% +$568K 0.04% 150
2022
Q3 		$264K Buy
60,060
+42,022
+233% +$193K 0.02% 253
2022
Q2 		$67K Buy
+18,038
New +$91.5K ﹤0.01% 297

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 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 $110B AUM 4.8% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AJ Wealth Strategies's NU Position: Q2 2023 in Review

AJ Wealth Strategies increased its Nu Holdings (NU) stake by 71% in Q2 2023, buying an estimated $834K and bringing the position to 326,499 shares worth $2.58M. The position accounts for 0.12% of the portfolio, ranked #79.

AJ Wealth Strategies first reported a position in NU in Q2 2022 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold NU as of Q2 2023.

  • AJ Wealth Strategies held 326,499 shares of Nu Holdings worth $2.58M as of Q2 2023.
  • AJ Wealth Strategies bought 135,778 Nu Holdings shares in Q2 2023, an estimated $834K.
  • Nu Holdings made up 0.12% of AJ Wealth Strategies's portfolio in Q2 2023, its #79 holding.
  • AJ Wealth Strategies first reported a position in Nu Holdings in Q2 2022 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.