APP
NXU

Avantax Planning Partners’s Nxu, Inc. Class A Common Stock NXU Stock Holding History

Avantax Planning Partners’s Portfolio NXU Stock Details NXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3
Closed -$5.77K – 394
2023
Q1 		$5.77K Buy
+3
New +$19.7K ﹤0.01% 369

Other funds holding NXU

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Avantax Planning Partners's NXU Position: Q2 2023 in Review

Avantax Planning Partners sold out of Nxu, Inc. Class A Common Stock (NXU) in Q2 2023, closing a stake of 3 shares — an estimated $5.77K sold.

Avantax Planning Partners first reported a position in NXU in Q1 2023 and held it in 1 quarter. The position peaked at $5.77K in Q1 2023. 23 funds tracked by Wall St. Rank hold NXU as of Q2 2023.

  • Avantax Planning Partners reported no remaining Nxu, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 3 Nxu, Inc. Class A Common Stock shares in Q2 2023, an estimated $5.77K.
  • Avantax Planning Partners first reported a position in Nxu, Inc. Class A Common Stock in Q1 2023 and held it in 1 quarter.
  • Avantax Planning Partners's Nxu, Inc. Class A Common Stock position peaked at $5.77K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held Nxu, Inc. Class A Common Stock as of Q2 2023.

Based on Avantax Planning Partners's 13F filing for Q2 2023, filed 18 Jul 2023.