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ICA Group Wealth Management’s Nu Holdings NU Stock Holding History

ICA Group Wealth Management’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
Q2 		$967 Buy
75
+25
+50% +$291 ﹤0.01% 731
2024
Q1 		$596 Buy
+50
New +$511 ﹤0.01% 1284
2023
Q2 		– Sell
-700
Closed -$3.33K – 1388
2023
Q1 		$3.33K Buy
+700
New +$3.12K ﹤0.01% 1021

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

ICA Group Wealth Management's NU Position: Q2 2024 in Review

ICA Group Wealth Management increased its Nu Holdings (NU) stake by 50% in Q2 2024, buying an estimated $291 and bringing the position to 75 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #731.

ICA Group Wealth Management first reported a position in NU in Q1 2023 and has held it in 3 quarters since. The position peaked at $3.33K in Q1 2023. 605 funds tracked by Wall St. Rank hold NU as of Q2 2024.

  • ICA Group Wealth Management held 75 shares of Nu Holdings worth $967 as of Q2 2024.
  • ICA Group Wealth Management bought 25 Nu Holdings shares in Q2 2024, an estimated $291.
  • Nu Holdings made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #731 holding.
  • ICA Group Wealth Management first reported a position in Nu Holdings in Q1 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's Nu Holdings position peaked at $3.33K in Q1 2023.
  • 605 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.