Meridian Wealth Management’s Nu Holdings NU Stock Holding History

Meridian 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
2023 Q2	–	Sell	-255,250	Closed	-$1.21M	–	560
2023 Q1	$1.21M	Sell	255,250 -5,000	-2%	-$22.3K	0.11%	179
2022 Q4	$1.06M	Sell	260,250 -30,000	-10%	-$130K	0.1%	188
2022 Q3	$1.28M	Sell	290,250 -10,500	-3%	-$48.2K	0.14%	155
2022 Q2	$1.13M	Hold	300,750	–	–	0.09%	232
2022 Q1	$2.32M	Buy	+300,750	New	+$2.41M	0.25%	86

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 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

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Meridian Wealth Management's NU Position: Q2 2023 in Review

Meridian Wealth Management sold out of Nu Holdings (NU) in Q2 2023, closing a stake of 255,250 shares — an estimated $1.21M sold.

Meridian Wealth Management first reported a position in NU in Q1 2022 and held it in 5 quarters. The position peaked at $2.32M in Q1 2022. 351 funds tracked by Wall St. Rank hold NU as of Q2 2023.

Meridian Wealth Management reported no remaining Nu Holdings position as of Q2 2023 after selling out during the quarter.
Meridian Wealth Management sold 255,250 Nu Holdings shares in Q2 2023, an estimated $1.21M.
Meridian Wealth Management first reported a position in Nu Holdings in Q1 2022 and held it in 5 quarters.
Meridian Wealth Management's Nu Holdings position peaked at $2.32M in Q1 2022.
351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2023.

Based on Meridian Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.