Raymond James Financial Services Advisors’s Nu Holdings NU Stock Holding History

Raymond James Financial Services 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	$1.21M	Sell	88,593 -71,531	-45%	-$962K	﹤0.01%	2037
2024 Q2	$2.06M	Buy	160,124 +30,185	+23%	+$351K	﹤0.01%	1648
2024 Q1	$1.55M	Buy	129,939 +115,389	+793%	+$1.18M	﹤0.01%	1783
2023 Q4	$121K	Buy	14,550 +1,330	+10%	+$10.7K	﹤0.01%	3104
2023 Q3	$95.8K	Buy	13,220 +981	+8%	+$7.34K	﹤0.01%	3076
2023 Q2	$96.6K	Sell	12,239 -443	-3%	-$2.72K	﹤0.01%	3068
2023 Q1	$60.4K	Sell	12,682 -5,656	-31%	-$25.2K	﹤0.01%	3114
2022 Q4	$74.6K	Sell	18,338 -11,347	-38%	-$49.3K	﹤0.01%	3044
2022 Q3	$131K	Buy	+29,685	New	+$136K	﹤0.01%	2956
2022 Q2	–	Sell	-17,700	Closed	-$137K	–	3367
2022 Q1	$137K	Sell	17,700 -20,535	-54%	-$165K	﹤0.01%	3053
2021 Q4	$359K	Buy	+38,235	New	+$375K	﹤0.01%	2591

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Raymond James Financial Services Advisors's NU Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Nu Holdings (NU) stake by 45% in Q3 2024, selling an estimated $962K and leaving 88,593 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Raymond James Financial Services Advisors first reported a position in NU in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.06M in Q2 2024. 650 funds tracked by Wall St. Rank hold NU as of Q3 2024.

Raymond James Financial Services Advisors held 88,593 shares of Nu Holdings worth $1.21M as of Q3 2024.
Raymond James Financial Services Advisors sold 71,531 Nu Holdings shares in Q3 2024, an estimated $962K.
Nu Holdings made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2037 holding.
Raymond James Financial Services Advisors first reported a position in Nu Holdings in Q4 2021 and has held it in 11 quarters since.
Raymond James Financial Services Advisors's Nu Holdings position peaked at $2.06M in Q2 2024.
650 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.