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Legacy Capital Wealth Partners’s Nu Holdings NU Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-13,713
Closed -$187K – 380
2024
Q3 		$187K Buy
+13,713
New +$184K 0.04% 352

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Capital Wealth Partners's NU Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 13,713 shares — an estimated $187K sold.

Legacy Capital Wealth Partners first reported a position in NU in Q3 2024 and held it in 1 quarter. The position peaked at $187K in Q3 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 13,713 Nu Holdings shares in Q4 2024, an estimated $187K.
  • Legacy Capital Wealth Partners first reported a position in Nu Holdings in Q3 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Nu Holdings position peaked at $187K in Q3 2024.
  • 709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.