FinTrust Capital Advisors’s Nu Holdings NU Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$33.5K	Hold	2,456	–	–	0.01%	694
2024 Q2	$31.7K	Hold	2,456	–	–	0.01%	670
2024 Q1	$29.3K	Hold	2,456	–	–	0.01%	664
2023 Q4	$20.5K	Buy	2,456 +1,393	+131%	+$11.3K	﹤0.01%	693
2023 Q3	$7.71K	Sell	1,063 -28	-3%	-$209	﹤0.01%	826
2023 Q2	$4.44K	Hold	1,091	–	–	﹤0.01%	890
2023 Q1	$4.44K	Hold	1,091	–	–	﹤0.01%	884
2022 Q4	$4.44K	Sell	1,091 -146	-12%	-$634	﹤0.01%	882
2022 Q3	$5K	Buy	1,237 +561	+83%	+$2.58K	﹤0.01%	1021
2022 Q2	$3K	Buy	+676	New	+$3.43K	﹤0.01%	1105
2022 Q1	–	Sell	-193	Closed	-$2K	–	1274
2021 Q4	$2K	Buy	+193	New	+$1.9K	﹤0.01%	1112

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SUT

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

FinTrust Capital Advisors's NU Position: Q3 2024 in Review

FinTrust Capital Advisors held its Nu Holdings (NU) position steady in Q3 2024 at 2,456 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #694.

FinTrust Capital Advisors first reported a position in NU in Q4 2021 and has held it in 11 quarters since. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

FinTrust Capital Advisors held 2,456 shares of Nu Holdings worth $33.5K as of Q3 2024.
FinTrust Capital Advisors left its Nu Holdings share count unchanged in Q3 2024.
Nu Holdings made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #694 holding.
FinTrust Capital Advisors first reported a position in Nu Holdings in Q4 2021 and has held it in 11 quarters since.
649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.