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Beacon Capital Management LLC (Tennessee)’s Nu Holdings NU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		– Sell
-300
Closed -$2.17K – 1121
2023
Q4 		$2.17K Hold
300
– – ﹤0.01% 788
2023
Q3 		$2.37K Hold
300
– – ﹤0.01% 815
2023
Q2 		$2.37K Hold
300
– – ﹤0.01% 815
2023
Q1 		$1.43K Hold
300
– – ﹤0.01% 799
2022
Q4 		$1.22K Hold
300
– – ﹤0.01% 862
2022
Q3 		$1K Buy
+300
New +$1.38K ﹤0.01% 825

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Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s NU Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Nu Holdings (NU) in Q1 2024, closing a stake of 300 shares — an estimated $2.17K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NU in Q3 2022 and held it in 6 quarters. The position peaked at $2.37K in Q3 2023. 574 funds tracked by Wall St. Rank hold NU as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Nu Holdings position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 300 Nu Holdings shares in Q1 2024, an estimated $2.17K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Nu Holdings in Q3 2022 and held it in 6 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Nu Holdings position peaked at $2.37K in Q3 2023.
  • 574 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.