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Savvy Advisors Inc’s Nu Holdings NU Stock Holding History

Savvy Advisors Inc’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
-15,785
Closed -$215K – 472
2024
Q3 		$215K Sell
15,785
-10,643
-40% -$143K 0.04% 324
2024
Q2 		$341K Buy
26,428
+4,532
+21% +$52.8K 0.11% 195
2024
Q1 		$261K Buy
+21,896
New +$224K 0.15% 181

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

Savvy Advisors Inc's NU Position: Q4 2024 in Review

Savvy Advisors Inc sold out of Nu Holdings (NU) in Q4 2024, closing a stake of 15,785 shares — an estimated $215K sold.

Savvy Advisors Inc first reported a position in NU in Q1 2024 and held it in 3 quarters. The position peaked at $341K in Q2 2024. 709 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • Savvy Advisors Inc reported no remaining Nu Holdings position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 15,785 Nu Holdings shares in Q4 2024, an estimated $215K.
  • Savvy Advisors Inc first reported a position in Nu Holdings in Q1 2024 and held it in 3 quarters.
  • Savvy Advisors Inc's Nu Holdings position peaked at $341K in Q2 2024.
  • 709 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.