Simplicity Wealth’s Nu Holdings NU Stock Holding History

Simplicity Wealth’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	–	Sell	-11,369	Closed	-$147K	–	973
2024 Q2	$147K	Sell	11,369 -1,347	-11%	-$15.7K	﹤0.01%	1145
2024 Q1	$152K	Buy	+12,716	New	+$130K	﹤0.01%	1090

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 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 $145B AUM 34.61% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Simplicity Wealth's NU Position: Q3 2024 in Review

Simplicity Wealth sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 11,369 shares — an estimated $147K sold.

Simplicity Wealth first reported a position in NU in Q1 2024 and held it in 2 quarters. The position peaked at $152K in Q1 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

Simplicity Wealth reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 11,369 Nu Holdings shares in Q3 2024, an estimated $147K.
Simplicity Wealth first reported a position in Nu Holdings in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Nu Holdings position peaked at $152K in Q1 2024.
649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.