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

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cypress Point Wealth Management's NU Position: Q3 2023 in Review

Cypress Point Wealth Management sold out of Nu Holdings (NU) in Q3 2023, closing a stake of 141,534 shares — an estimated $1.12M sold.

Cypress Point Wealth Management first reported a position in NU in Q2 2022 and held it in 5 quarters. The position peaked at $1.12M in Q2 2023. 403 funds tracked by Wall St. Rank hold NU as of Q3 2023.

Cypress Point Wealth Management reported no remaining Nu Holdings position as of Q3 2023 after selling out during the quarter.
Cypress Point Wealth Management sold 141,534 Nu Holdings shares in Q3 2023, an estimated $1.12M.
Cypress Point Wealth Management first reported a position in Nu Holdings in Q2 2022 and held it in 5 quarters.
Cypress Point Wealth Management's Nu Holdings position peaked at $1.12M in Q2 2023.
403 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2023.

Based on Cypress Point Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.