AWA
NU icon

Amplius Wealth Advisors’s Nu Holdings NU Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-500
Closed -$4K – 658
2021
Q4 		$4K Buy
+500
New +$4.91K ﹤0.01% 752

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 $1.02B AUM 48.04% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
FFVM
Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
RCGI
Ribbit Capital GP III Palo Alto, California $211M AUM 51.22% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Amplius Wealth Advisors's NU Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Nu Holdings (NU) in Q1 2022, closing a stake of 500 shares — an estimated $4K sold.

Amplius Wealth Advisors first reported a position in NU in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 136 funds tracked by Wall St. Rank hold NU as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Nu Holdings position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 500 Nu Holdings shares in Q1 2022, an estimated $4K.
  • Amplius Wealth Advisors first reported a position in Nu Holdings in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Nu Holdings position peaked at $4K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.