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Brookstone Capital Management’s Nu Holdings NU Stock Holding History

Brookstone Capital Management’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
2023
Q3 		– Sell
-58,250
Closed -$453K – 864
2023
Q2 		$453K Buy
+58,250
New +$358K 0.01% 604

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brookstone Capital Management's NU Position: Q3 2023 in Review

Brookstone Capital Management sold out of Nu Holdings (NU) in Q3 2023, closing a stake of 58,250 shares — an estimated $453K sold.

Brookstone Capital Management first reported a position in NU in Q2 2023 and held it in 1 quarter. The position peaked at $453K in Q2 2023. 403 funds tracked by Wall St. Rank hold NU as of Q3 2023.

  • Brookstone Capital Management reported no remaining Nu Holdings position as of Q3 2023 after selling out during the quarter.
  • Brookstone Capital Management sold 58,250 Nu Holdings shares in Q3 2023, an estimated $453K.
  • Brookstone Capital Management first reported a position in Nu Holdings in Q2 2023 and held it in 1 quarter.
  • Brookstone Capital Management's Nu Holdings position peaked at $453K in Q2 2023.
  • 403 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2023.

Based on Brookstone Capital Management's 13F filing for Q3 2023, filed 20 Oct 2023.