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Kolinsky Wealth Management’s Nu Holdings NU Stock Holding History

Kolinsky 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
Q4 		$165K Sell
15,961
-5,126
-24% -$68.2K 0.1% 173
2024
Q3 		$288K Buy
+21,087
New +$284K 0.19% 123
2022
Q4 		– Sell
-15,080
Closed -$66K – 132
2022
Q3 		$66K Buy
+15,080
New +$69.2K 0.08% 112

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kolinsky Wealth Management's NU Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Nu Holdings (NU) stake by 24% in Q4 2024, selling an estimated $68.2K and leaving 15,961 shares worth $165K. The position accounts for 0.1% of the portfolio, ranked #173.

Kolinsky Wealth Management first reported a position in NU in Q3 2022 and has held it in 3 quarters since. The position peaked at $288K in Q3 2024. 711 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Kolinsky Wealth Management held 15,961 shares of Nu Holdings worth $165K as of Q4 2024.
  • Kolinsky Wealth Management sold 5,126 Nu Holdings shares in Q4 2024, an estimated $68.2K.
  • Nu Holdings made up 0.1% of Kolinsky Wealth Management's portfolio in Q4 2024, its #173 holding.
  • Kolinsky Wealth Management first reported a position in Nu Holdings in Q3 2022 and has held it in 3 quarters since.
  • Kolinsky Wealth Management's Nu Holdings position peaked at $288K in Q3 2024.
  • 711 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.