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Benjamin F. Edwards & Company’s Nu Holdings NU Stock Holding History

Benjamin F. Edwards & Company’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 		$134K Sell
10,434
-2,847
-21% -$33.1K ﹤0.01% 1027
2024
Q1 		$158K Buy
13,281
+1,976
+17% +$20.2K ﹤0.01% 972
2023
Q4 		$94K Buy
+11,305
New +$91.4K ﹤0.01% 1086

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Capital Research Global Investors
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Benjamin F. Edwards & Company's NU Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Nu Holdings (NU) stake by 21% in Q2 2024, selling an estimated $33.1K and leaving 10,434 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Benjamin F. Edwards & Company first reported a position in NU in Q4 2023 and has held it in 3 quarters since. The position peaked at $158K in Q1 2024. 606 funds tracked by Wall St. Rank hold NU as of Q2 2024.

  • Benjamin F. Edwards & Company held 10,434 shares of Nu Holdings worth $134K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 2,847 Nu Holdings shares in Q2 2024, an estimated $33.1K.
  • Nu Holdings made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1027 holding.
  • Benjamin F. Edwards & Company first reported a position in Nu Holdings in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Nu Holdings position peaked at $158K in Q1 2024.
  • 606 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.