GWSG
NU icon

GPS Wealth Strategies Group’s Nu Holdings NU Stock Holding History

GPS Wealth Strategies Group’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
Q1 		– Sell
-1,000
Closed -$8.33K – 1285
2023
Q4 		$8.33K Hold
1,000
– – ﹤0.01% 874
2023
Q3 		$7.25K Hold
1,000
– – ﹤0.01% 901
2023
Q2 		$7.89K Hold
1,000
– – ﹤0.01% 888
2023
Q1 		$4.76K Buy
+1,000
New +$4.46K ﹤0.01% 986
2022
Q4 		– Sell
-1,000
Closed -$4K – 759
2022
Q3 		$4K Hold
1,000
– – ﹤0.01% 941
2022
Q2 		$4K Buy
+1,000
New +$5.07K ﹤0.01% 935

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GPS Wealth Strategies Group's NU Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of Nu Holdings (NU) in Q1 2024, closing a stake of 1,000 shares — an estimated $8.33K sold.

GPS Wealth Strategies Group first reported a position in NU in Q2 2022 and held it in 6 quarters. The position peaked at $8.33K in Q4 2023. 573 funds tracked by Wall St. Rank hold NU as of Q1 2024.

  • GPS Wealth Strategies Group reported no remaining Nu Holdings position as of Q1 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,000 Nu Holdings shares in Q1 2024, an estimated $8.33K.
  • GPS Wealth Strategies Group first reported a position in Nu Holdings in Q2 2022 and held it in 6 quarters.
  • GPS Wealth Strategies Group's Nu Holdings position peaked at $8.33K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.