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Beacon Pointe Advisors’s Nu Holdings NU Stock Holding History

Beacon Pointe 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
-81,100
Closed -$1.05M – 1283
2024
Q2 		$1.05M Buy
81,100
+5,301
+7% +$61.7K 0.01% 628
2024
Q1 		$904K Buy
75,799
+51,865
+217% +$530K 0.01% 723
2023
Q4 		$199K Buy
+23,934
New +$193K ﹤0.01% 1237
2022
Q4 		– Sell
-10,318
Closed -$46K – 1094
2022
Q3 		$46K Buy
+10,318
New +$47.4K ﹤0.01% 980

Other funds holding NU

BlackRock
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
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Pointe Advisors's NU Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 81,100 shares — an estimated $1.05M sold.

Beacon Pointe Advisors first reported a position in NU in Q3 2022 and held it in 4 quarters. The position peaked at $1.05M in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 81,100 Nu Holdings shares in Q3 2024, an estimated $1.05M.
  • Beacon Pointe Advisors first reported a position in Nu Holdings in Q3 2022 and held it in 4 quarters.
  • Beacon Pointe Advisors's Nu Holdings position peaked at $1.05M in Q2 2024.
  • 649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.