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BBJS Financial Advisors’s Nu Holdings NU Stock Holding History

BBJS Financial 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
Q2 		– Sell
-500
Closed -$5.96K – 177
2024
Q1 		$5.96K Buy
+500
New +$5.11K ﹤0.01% 109

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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 $97.9B AUM 20.73% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

BBJS Financial Advisors's NU Position: Q2 2024 in Review

BBJS Financial Advisors sold out of Nu Holdings (NU) in Q2 2024, closing a stake of 500 shares — an estimated $5.96K sold.

BBJS Financial Advisors first reported a position in NU in Q1 2024 and held it in 1 quarter. The position peaked at $5.96K in Q1 2024. 606 funds tracked by Wall St. Rank hold NU as of Q2 2024.

  • BBJS Financial Advisors reported no remaining Nu Holdings position as of Q2 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 500 Nu Holdings shares in Q2 2024, an estimated $5.96K.
  • BBJS Financial Advisors first reported a position in Nu Holdings in Q1 2024 and held it in 1 quarter.
  • BBJS Financial Advisors's Nu Holdings position peaked at $5.96K in Q1 2024.
  • 606 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.