SPM
NU icon

Symmetry Peak Management’s Nu Holdings NU Stock Holding History

Symmetry Peak Management’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
Q3 		– Sell
-10,000
Closed -$78.9K – 132
2023
Q2 		$78.9K Buy
+10,000
New +$61.4K 0.01% 111

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Symmetry Peak Management's NU Position: Q3 2023 in Review

Symmetry Peak Management sold out of Nu Holdings (NU) in Q3 2023, closing a stake of 10,000 shares — an estimated $78.9K sold.

Symmetry Peak Management first reported a position in NU in Q2 2023 and held it in 1 quarter. The position peaked at $78.9K in Q2 2023. 403 funds tracked by Wall St. Rank hold NU as of Q3 2023.

  • Symmetry Peak Management reported no remaining Nu Holdings position as of Q3 2023 after selling out during the quarter.
  • Symmetry Peak Management sold 10,000 Nu Holdings shares in Q3 2023, an estimated $78.9K.
  • Symmetry Peak Management first reported a position in Nu Holdings in Q2 2023 and held it in 1 quarter.
  • Symmetry Peak Management's Nu Holdings position peaked at $78.9K in Q2 2023.
  • 403 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2023.

Based on Symmetry Peak Management's 13F filing for Q3 2023, filed 14 Nov 2023.