CPWM
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Cypress Point Wealth Management’s Nu Holdings NU Stock Holding History

Cypress Point 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
2023
Q3 		– Sell
-141,534
Closed -$1.12M – 53
2023
Q2 		$1.12M Hold
141,534
– – 1.19% 22
2023
Q1 		$674K Hold
141,534
– – 0.95% 26
2022
Q4 		$576K Hold
141,534
– – 0.9% 25
2022
Q3 		$623K Hold
141,534
– – 1.16% 19
2022
Q2 		$529K Buy
+141,534
New +$718K 0.93% 21

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Capital Research Global Investors
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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 $1.47T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return