Householder Group Estate & Retirement Specialist’s Nu Holdings NU Stock Holding History

Householder Group Estate & Retirement Specialist’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	$11K	Buy	+1,100	New	+$14.6K	0.01%	359

Other funds holding NU

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

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist opened a new position in Nu Holdings (NU) in Q4 2024: 1,100 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #359 among its holdings.

710 funds tracked by Wall St. Rank hold NU as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,100 shares of Nu Holdings worth $11K as of Q4 2024.
Nu Holdings was a new Householder Group Estate & Retirement Specialist position in Q4 2024.
Nu Holdings made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #359 holding.
710 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.