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Regal Investment Advisors’s Nu Holdings NU Stock Holding History

Regal Investment 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
2023
Q4 		– Sell
-70,957
Closed -$514K – 556
2023
Q3 		$514K Buy
70,957
+19,250
+37% +$144K 0.04% 288
2023
Q2 		$408K Buy
51,707
+2,204
+4% +$13.5K 0.03% 330
2023
Q1 		$236K Buy
+49,503
New +$221K 0.02% 447

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Regal Investment Advisors's NU Position: Q4 2023 in Review

Regal Investment Advisors sold out of Nu Holdings (NU) in Q4 2023, closing a stake of 70,957 shares — an estimated $514K sold.

Regal Investment Advisors first reported a position in NU in Q1 2023 and held it in 3 quarters. The position peaked at $514K in Q3 2023. 494 funds tracked by Wall St. Rank hold NU as of Q4 2023.

  • Regal Investment Advisors reported no remaining Nu Holdings position as of Q4 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 70,957 Nu Holdings shares in Q4 2023, an estimated $514K.
  • Regal Investment Advisors first reported a position in Nu Holdings in Q1 2023 and held it in 3 quarters.
  • Regal Investment Advisors's Nu Holdings position peaked at $514K in Q3 2023.
  • 494 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2023.

Based on Regal Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.