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Financial Avengers’s Nu Holdings NU Stock Holding History

Financial Avengers’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
-64
Closed -$505 – 181
2023
Q2 		$505 Hold
64
– – ﹤0.01% 145
2023
Q1 		$305 Hold
64
– – ﹤0.01% 161
2022
Q4 		$260 Buy
+64
New +$278 ﹤0.01% 164

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Avengers's NU Position: Q3 2023 in Review

Financial Avengers sold out of Nu Holdings (NU) in Q3 2023, closing a stake of 64 shares — an estimated $505 sold.

Financial Avengers first reported a position in NU in Q4 2022 and held it in 3 quarters. The position peaked at $505 in Q2 2023. 403 funds tracked by Wall St. Rank hold NU as of Q3 2023.

  • Financial Avengers reported no remaining Nu Holdings position as of Q3 2023 after selling out during the quarter.
  • Financial Avengers sold 64 Nu Holdings shares in Q3 2023, an estimated $505.
  • Financial Avengers first reported a position in Nu Holdings in Q4 2022 and held it in 3 quarters.
  • Financial Avengers's Nu Holdings position peaked at $505 in Q2 2023.
  • 403 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2023.

Based on Financial Avengers's 13F filing for Q3 2023, filed 15 Nov 2023.