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Valley National Advisers’s Nu Holdings NU Stock Holding History

Valley National Advisers’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 		– Sell
-265
Closed -$3K – 1014
2024
Q2 		$3K Sell
265
-15
-5% -$175 ﹤0.01% 842
2024
Q1 		$3K Buy
280
+55
+24% +$562 ﹤0.01% 884
2023
Q4 		$1K Buy
+225
New +$1.82K ﹤0.01% 1106

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

Valley National Advisers's NU Position: Q3 2024 in Review

Valley National Advisers sold out of Nu Holdings (NU) in Q3 2024, closing a stake of 265 shares — an estimated $3K sold.

Valley National Advisers first reported a position in NU in Q4 2023 and held it in 3 quarters. The position peaked at $3K in Q2 2024. 649 funds tracked by Wall St. Rank hold NU as of Q3 2024.

  • Valley National Advisers reported no remaining Nu Holdings position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 265 Nu Holdings shares in Q3 2024, an estimated $3K.
  • Valley National Advisers first reported a position in Nu Holdings in Q4 2023 and held it in 3 quarters.
  • Valley National Advisers's Nu Holdings position peaked at $3K in Q2 2024.
  • 649 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.