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Prosperity Wealth Management’s Nu Holdings NU Stock Holding History

Prosperity 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
2024
Q4 		– Sell
-14,050
Closed -$192K – 230
2024
Q3 		$192K Buy
+14,050
New +$189K 0.08% 182

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

Prosperity Wealth Management's NU Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 14,050 shares — an estimated $192K sold.

Prosperity Wealth Management first reported a position in NU in Q3 2024 and held it in 1 quarter. The position peaked at $192K in Q3 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Prosperity Wealth Management reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 14,050 Nu Holdings shares in Q4 2024, an estimated $192K.
  • Prosperity Wealth Management first reported a position in Nu Holdings in Q3 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Nu Holdings position peaked at $192K in Q3 2024.
  • 709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.