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Financial Management Professionals’s Nu Holdings NU Stock Holding History

Financial Management Professionals’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
2025
Q1 		– Sell
-65
Closed -$673 – 1030
2024
Q4 		$673 Hold
65
– – ﹤0.01% 857
2024
Q3 		$1K Sell
65
-149
-70% -$2K ﹤0.01% 856
2024
Q2 		$3K Buy
214
+149
+229% +$1.74K ﹤0.01% 659
2024
Q1 		$1K Buy
+65
New +$664 ﹤0.01% 875

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Financial Management Professionals's NU Position: Q1 2025 in Review

Financial Management Professionals sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 65 shares — an estimated $673 sold.

Financial Management Professionals first reported a position in NU in Q1 2024 and held it in 4 quarters. The position peaked at $3K in Q2 2024. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Financial Management Professionals reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • Financial Management Professionals sold 65 Nu Holdings shares in Q1 2025, an estimated $673.
  • Financial Management Professionals first reported a position in Nu Holdings in Q1 2024 and held it in 4 quarters.
  • Financial Management Professionals's Nu Holdings position peaked at $3K in Q2 2024.
  • 732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.