Private Advisory Group’s Nu Holdings NU Stock Holding History

Private Advisory 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 Q4	–	Sell	-67,744	Closed	-$925K	–	234
2024 Q3	$925K	Buy	67,744 +3,501	+5%	+$47.1K	0.11%	128
2024 Q2	$828K	Buy	+64,243	New	+$748K	0.11%	119
2023 Q1	–	Sell	-25,576	Closed	-$104K	–	223
2022 Q4	$104K	Buy	+25,576	New	+$111K	0.02%	186
2022 Q3	–	Sell	-13,737	Closed	-$51K	–	204
2022 Q2	$51K	Buy	+13,737	New	+$69.7K	0.01%	160

Other funds holding NU

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

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Advisory Group's NU Position: Q4 2024 in Review

Private Advisory Group sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 67,744 shares — an estimated $925K sold.

Private Advisory Group first reported a position in NU in Q2 2022 and held it in 4 quarters. The position peaked at $925K in Q3 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

Private Advisory Group reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
Private Advisory Group sold 67,744 Nu Holdings shares in Q4 2024, an estimated $925K.
Private Advisory Group first reported a position in Nu Holdings in Q2 2022 and held it in 4 quarters.
Private Advisory Group's Nu Holdings position peaked at $925K in Q3 2024.
709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Private Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.