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Castle Wealth Management’s Nu Holdings NU Stock Holding History

Castle Wealth 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
2022
Q3 		– Sell
-2,500
Closed -$9K – 712
2022
Q2 		$9K Buy
+2,500
New +$12.7K 0.01% 424

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castle Wealth Management's NU Position: Q3 2022 in Review

Castle Wealth Management sold out of Nu Holdings (NU) in Q3 2022, closing a stake of 2,500 shares — an estimated $9K sold.

Castle Wealth Management first reported a position in NU in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 253 funds tracked by Wall St. Rank hold NU as of Q3 2022.

  • Castle Wealth Management reported no remaining Nu Holdings position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 2,500 Nu Holdings shares in Q3 2022, an estimated $9K.
  • Castle Wealth Management first reported a position in Nu Holdings in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's Nu Holdings position peaked at $9K in Q2 2022.
  • 253 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.