SWS
NU icon

SYSTM Wealth Solutions’s Nu Holdings NU Stock Holding History

SYSTM Wealth Solutions’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 		$383 Sell
28
-10,567
-100% -$142K 0.01% 92
2024
Q2 		$137K Sell
10,595
-31,376
-75% -$365K 0.03% 221
2024
Q1 		$501K Buy
41,971
+41,019
+4,309% +$419K 0.06% 284
2023
Q4 		$7.93K Buy
+952
New +$7.69K ﹤0.01% 853

Other funds holding NU

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's NU Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Nu Holdings (NU) stake by 100% in Q3 2024, selling an estimated $142K and leaving 28 shares worth $383. The position accounts for 0.01% of the portfolio, ranked #92.

SYSTM Wealth Solutions first reported a position in NU in Q4 2023 and has held it in 4 quarters since. The position peaked at $501K in Q1 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • SYSTM Wealth Solutions held 28 shares of Nu Holdings worth $383 as of Q3 2024.
  • SYSTM Wealth Solutions sold 10,567 Nu Holdings shares in Q3 2024, an estimated $142K.
  • Nu Holdings made up 0.01% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #92 holding.
  • SYSTM Wealth Solutions first reported a position in Nu Holdings in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's Nu Holdings position peaked at $501K in Q1 2024.
  • 649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.