Empower Advisory Group
NU icon

Empower Advisory Group’s Nu Holdings NU Stock Holding History

Empower Advisory Group’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
Q4 		– Sell
-15,400
Closed -$112K – 485
2023
Q3 		$112K Buy
+15,400
New +$115K ﹤0.01% 452

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group's NU Position: Q4 2023 in Review

Empower Advisory Group sold out of Nu Holdings (NU) in Q4 2023, closing a stake of 15,400 shares — an estimated $112K sold.

Empower Advisory Group first reported a position in NU in Q3 2023 and held it in 1 quarter. The position peaked at $112K in Q3 2023. 494 funds tracked by Wall St. Rank hold NU as of Q4 2023.

  • Empower Advisory Group reported no remaining Nu Holdings position as of Q4 2023 after selling out during the quarter.
  • Empower Advisory Group sold 15,400 Nu Holdings shares in Q4 2023, an estimated $112K.
  • Empower Advisory Group first reported a position in Nu Holdings in Q3 2023 and held it in 1 quarter.
  • Empower Advisory Group's Nu Holdings position peaked at $112K in Q3 2023.
  • 494 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2023.

Based on Empower Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.