PWMG
NU icon

Prestige Wealth Management Group’s Nu Holdings NU Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-1
Closed -$9 – 1037
2023
Q4 		$9 Hold
1
– – ﹤0.01% 1021
2023
Q3 		$8 Hold
1
– – ﹤0.01% 1048
2023
Q2 		$8 Hold
1
– – ﹤0.01% 1053
2023
Q1 		$5 Hold
1
– – ﹤0.01% 1052
2022
Q4 		$4 Sell
1
-499
-100% -$2.17K ﹤0.01% 1147
2022
Q3 		$2K Buy
+500
New +$2.29K ﹤0.01% 759

Other funds holding NU

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prestige Wealth Management Group's NU Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of Nu Holdings (NU) in Q1 2024, closing a stake of 1 share — an estimated $9 sold.

Prestige Wealth Management Group first reported a position in NU in Q3 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 573 funds tracked by Wall St. Rank hold NU as of Q1 2024.

  • Prestige Wealth Management Group reported no remaining Nu Holdings position as of Q1 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1 Nu Holdings share in Q1 2024, an estimated $9.
  • Prestige Wealth Management Group first reported a position in Nu Holdings in Q3 2022 and held it in 6 quarters.
  • Prestige Wealth Management Group's Nu Holdings position peaked at $2K in Q3 2022.
  • 573 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.