Sound Income Strategies’s Nu Holdings NU Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-121	Closed	-$576	–	1151
2023 Q1	$576	Buy	+121	New	+$539	﹤0.01%	977

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 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

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Sound Income Strategies's NU Position: Q2 2023 in Review

Sound Income Strategies sold out of Nu Holdings (NU) in Q2 2023, closing a stake of 121 shares — an estimated $576 sold.

Sound Income Strategies first reported a position in NU in Q1 2023 and held it in 1 quarter. The position peaked at $576 in Q1 2023. 351 funds tracked by Wall St. Rank hold NU as of Q2 2023.

Sound Income Strategies reported no remaining Nu Holdings position as of Q2 2023 after selling out during the quarter.
Sound Income Strategies sold 121 Nu Holdings shares in Q2 2023, an estimated $576.
Sound Income Strategies first reported a position in Nu Holdings in Q1 2023 and held it in 1 quarter.
Sound Income Strategies's Nu Holdings position peaked at $576 in Q1 2023.
351 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2023.

Based on Sound Income Strategies's 13F filing for Q2 2023, filed 10 Jul 2023.