Facet Wealth Inc’s Nu Holdings NU Stock Holding History

Facet Wealth Inc’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 Q4	–	Sell	-17,239	Closed	-$83K	–	71
2022 Q3	$83K	Buy	+17,239	New	+$79.1K	0.01%	68

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Facet Wealth Inc's NU Position: Q4 2022 in Review

Facet Wealth Inc sold out of Nu Holdings (NU) in Q4 2022, closing a stake of 17,239 shares — an estimated $83K sold.

Facet Wealth Inc first reported a position in NU in Q3 2022 and held it in 1 quarter. The position peaked at $83K in Q3 2022. 264 funds tracked by Wall St. Rank hold NU as of Q4 2022.

Facet Wealth Inc reported no remaining Nu Holdings position as of Q4 2022 after selling out during the quarter.
Facet Wealth Inc sold 17,239 Nu Holdings shares in Q4 2022, an estimated $83K.
Facet Wealth Inc first reported a position in Nu Holdings in Q3 2022 and held it in 1 quarter.
Facet Wealth Inc's Nu Holdings position peaked at $83K in Q3 2022.
264 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2022.

Based on Facet Wealth Inc's 13F filing for Q4 2022, filed 14 Feb 2023.