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FFT Wealth Management’s Nu Holdings NU Stock Holding History

FFT 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
Q2 		– Sell
-14,050
Closed -$66.9K – 138
2023
Q1 		$66.9K Hold
14,050
– – 0.01% 124
2022
Q4 		$57.2K Hold
14,050
– – 0.01% 116
2022
Q3 		$62K Buy
+14,050
New +$64.5K 0.01% 101

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FFT Wealth Management's NU Position: Q2 2023 in Review

FFT Wealth Management sold out of Nu Holdings (NU) in Q2 2023, closing a stake of 14,050 shares — an estimated $66.9K sold.

FFT Wealth Management first reported a position in NU in Q3 2022 and held it in 3 quarters. The position peaked at $66.9K in Q1 2023. 351 funds tracked by Wall St. Rank hold NU as of Q2 2023.

  • FFT Wealth Management reported no remaining Nu Holdings position as of Q2 2023 after selling out during the quarter.
  • FFT Wealth Management sold 14,050 Nu Holdings shares in Q2 2023, an estimated $66.9K.
  • FFT Wealth Management first reported a position in Nu Holdings in Q3 2022 and held it in 3 quarters.
  • FFT Wealth Management's Nu Holdings position peaked at $66.9K in Q1 2023.
  • 351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2023.

Based on FFT Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.