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Pacific Capital Wealth Advisors’s Nu Holdings NU Stock Holding History

Pacific Capital 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
-178
Closed -$2.29K – 573
2024
Q2 		$2.29K Buy
+178
New +$2.07K ﹤0.01% 433

Other funds holding NU

BlackRock
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
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's NU Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 178 shares — an estimated $2.29K sold.

Pacific Capital Wealth Advisors first reported a position in NU in Q2 2024 and held it in 1 quarter. The position peaked at $2.29K in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 178 Nu Holdings shares in Q3 2024, an estimated $2.29K.
  • Pacific Capital Wealth Advisors first reported a position in Nu Holdings in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Nu Holdings position peaked at $2.29K in Q2 2024.
  • 649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.