Kingswood Wealth Advisors’s Nu Holdings NU Stock Holding History

Kingswood Wealth 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	–	Sell	-55,850	Closed	-$720K	–	727
2024 Q2	$720K	Buy	+55,850	New	+$650K	0.06%	304

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

Kingswood Wealth Advisors's NU Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 55,850 shares — an estimated $720K sold.

Kingswood Wealth Advisors first reported a position in NU in Q2 2024 and held it in 1 quarter. The position peaked at $720K in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

Kingswood Wealth Advisors reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 55,850 Nu Holdings shares in Q3 2024, an estimated $720K.
Kingswood Wealth Advisors first reported a position in Nu Holdings in Q2 2024 and held it in 1 quarter.
Kingswood Wealth Advisors's Nu Holdings position peaked at $720K in Q2 2024.
649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.