FTDI
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First Trust Direct Indexing’s Nu Holdings NU Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-10,428
Closed -$142K – 615
2024
Q3 		$142K Buy
+10,428
New +$140K 0.01% 943

Other funds holding NU

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

First Trust Direct Indexing's NU Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 10,428 shares — an estimated $142K sold.

First Trust Direct Indexing first reported a position in NU in Q3 2024 and held it in 1 quarter. The position peaked at $142K in Q3 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 10,428 Nu Holdings shares in Q4 2024, an estimated $142K.
  • First Trust Direct Indexing first reported a position in Nu Holdings in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Nu Holdings position peaked at $142K in Q3 2024.
  • 709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.