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Sonoma Private Wealth’s Nu Holdings NU Stock Holding History

Sonoma Private 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
2023
Q4 		– Sell
-26,765
Closed -$194K – 86
2023
Q3 		$194K Sell
26,765
-11,171
-29% -$83.6K 0.35% 71
2023
Q2 		$299K Buy
+37,936
New +$233K 0.52% 67

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

Sonoma Private Wealth's NU Position: Q4 2023 in Review

Sonoma Private Wealth sold out of Nu Holdings (NU) in Q4 2023, closing a stake of 26,765 shares — an estimated $194K sold.

Sonoma Private Wealth first reported a position in NU in Q2 2023 and held it in 2 quarters. The position peaked at $299K in Q2 2023. 494 funds tracked by Wall St. Rank hold NU as of Q4 2023.

  • Sonoma Private Wealth reported no remaining Nu Holdings position as of Q4 2023 after selling out during the quarter.
  • Sonoma Private Wealth sold 26,765 Nu Holdings shares in Q4 2023, an estimated $194K.
  • Sonoma Private Wealth first reported a position in Nu Holdings in Q2 2023 and held it in 2 quarters.
  • Sonoma Private Wealth's Nu Holdings position peaked at $299K in Q2 2023.
  • 494 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2023.

Based on Sonoma Private Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.