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Precision Wealth Strategies’s Nu Holdings NU Stock Holding History

Precision Wealth Strategies’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
-27,016
Closed -$369K – 117
2024
Q3 		$369K Sell
27,016
-9,579
-26% -$129K 0.34% 78
2024
Q2 		$472K Sell
36,595
-4,902
-12% -$57.1K 0.49% 36
2024
Q1 		$495K Buy
41,497
+1,303
+3% +$13.3K 0.47% 38
2023
Q4 		$335K Sell
40,194
-114
-0.3% -$921 0.33% 60
2023
Q3 		$292K Buy
+40,308
New +$302K 0.32% 62

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

Precision Wealth Strategies's NU Position: Q4 2024 in Review

Precision Wealth Strategies sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 27,016 shares — an estimated $369K sold.

Precision Wealth Strategies first reported a position in NU in Q3 2023 and held it in 5 quarters. The position peaked at $495K in Q1 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Precision Wealth Strategies reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 27,016 Nu Holdings shares in Q4 2024, an estimated $369K.
  • Precision Wealth Strategies first reported a position in Nu Holdings in Q3 2023 and held it in 5 quarters.
  • Precision Wealth Strategies's Nu Holdings position peaked at $495K in Q1 2024.
  • 709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Precision Wealth Strategies's 13F filing for Q4 2024, filed 24 Jan 2025.