RPg Family Wealth Advisory’s Nu Holdings NU Stock Holding History

RPg Family Wealth Advisory’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
2025 Q1	–	Sell	-155,338	Closed	-$1.61M	–	108
2024 Q4	$1.61M	Sell	155,338 -72,295	-32%	-$962K	0.57%	53
2024 Q3	$3.11M	Buy	227,633 +11,743	+5%	+$158K	1%	36
2024 Q2	$2.78M	Sell	215,890 -51	-0%	-$594	0.92%	39
2024 Q1	$2.58M	Buy	215,941 +13,056	+6%	+$133K	0.82%	45
2023 Q4	$1.69M	Buy	202,885 +8,185	+4%	+$66.1K	0.62%	48
2023 Q3	$1.41M	Sell	194,700 -383	-0.2%	-$2.87K	0.58%	49
2023 Q2	$1.54M	Buy	+195,083	New	+$1.2M	0.62%	48

Other funds holding NU

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

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

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

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

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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

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

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

RPg Family Wealth Advisory's NU Position: Q1 2025 in Review

RPg Family Wealth Advisory sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 155,338 shares — an estimated $1.61M sold.

RPg Family Wealth Advisory first reported a position in NU in Q2 2023 and held it in 7 quarters. The position peaked at $3.11M in Q3 2024. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

RPg Family Wealth Advisory reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
RPg Family Wealth Advisory sold 155,338 Nu Holdings shares in Q1 2025, an estimated $1.61M.
RPg Family Wealth Advisory first reported a position in Nu Holdings in Q2 2023 and held it in 7 quarters.
RPg Family Wealth Advisory's Nu Holdings position peaked at $3.11M in Q3 2024.
732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2025, filed 14 May 2025.