B. Riley Wealth Advisors’s Nu Holdings NU Stock Holding History

B. Riley 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
2024 Q3	–	Sell	-10,488	Closed	-$135K	–	1380
2024 Q2	$135K	Buy	+10,488	New	+$122K	﹤0.01%	1287

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's NU Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 10,488 shares — an estimated $135K sold.

B. Riley Wealth Advisors first reported a position in NU in Q2 2024 and held it in 1 quarter. The position peaked at $135K in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

B. Riley Wealth Advisors reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,488 Nu Holdings shares in Q3 2024, an estimated $135K.
B. Riley Wealth Advisors first reported a position in Nu Holdings in Q2 2024 and held it in 1 quarter.
B. Riley Wealth Advisors's Nu Holdings position peaked at $135K in Q2 2024.
649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.