AWM
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Avior Wealth Management’s Nu Holdings NU Stock Holding History

Avior 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
2025
Q1 		– Sell
-6,061
Closed -$62.8K – 1797
2024
Q4 		$62.8K Sell
6,061
-3,924
-39% -$52.2K ﹤0.01% 1074
2024
Q3 		$136K Buy
9,985
+3,409
+52% +$45.9K 0.01% 793
2024
Q2 		$84.8K Sell
6,576
-1,403
-18% -$16.3K ﹤0.01% 915
2024
Q1 		$95.2K Buy
7,979
+7,501
+1,569% +$76.6K ﹤0.01% 983
2023
Q4 		$3.98K Hold
478
– – ﹤0.01% 1207
2023
Q3 		$3.46K Buy
+478
New +$3.58K ﹤0.01% 1295

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Avior Wealth Management's NU Position: Q1 2025 in Review

Avior Wealth Management sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 6,061 shares — an estimated $62.8K sold.

Avior Wealth Management first reported a position in NU in Q3 2023 and held it in 6 quarters. The position peaked at $136K in Q3 2024. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Avior Wealth Management reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6,061 Nu Holdings shares in Q1 2025, an estimated $62.8K.
  • Avior Wealth Management first reported a position in Nu Holdings in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Nu Holdings position peaked at $136K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.