VFA
NXU

Valeo Financial Advisors’s Nxu, Inc. Class A Common Stock NXU Stock Holding History

Valeo Financial Advisors’s Portfolio NXU Stock Details NXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed -$3.42K – 728
2023
Q3 		$3.42K Hold
6
– – ﹤0.01% 618
2023
Q2 		$9.18K Buy
+6
New +$9.63K ﹤0.01% 588

Other funds holding NXU

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Valeo Financial Advisors's NXU Position: Q4 2023 in Review

Valeo Financial Advisors sold out of Nxu, Inc. Class A Common Stock (NXU) in Q4 2023, closing a stake of 6 shares — an estimated $3.42K sold.

Valeo Financial Advisors first reported a position in NXU in Q2 2023 and held it in 2 quarters. The position peaked at $9.18K in Q2 2023. 8 funds tracked by Wall St. Rank hold NXU as of Q4 2023.

  • Valeo Financial Advisors reported no remaining Nxu, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 6 Nxu, Inc. Class A Common Stock shares in Q4 2023, an estimated $3.42K.
  • Valeo Financial Advisors first reported a position in Nxu, Inc. Class A Common Stock in Q2 2023 and held it in 2 quarters.
  • Valeo Financial Advisors's Nxu, Inc. Class A Common Stock position peaked at $9.18K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held Nxu, Inc. Class A Common Stock as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.