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Wagner Wealth Management (South Carolina)’s Nu Holdings NU Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-4,258
Closed -$19K – 553
2022
Q3 		$19K Hold
4,258
– – 0.01% 324
2022
Q2 		$16K Buy
+4,258
New +$21.6K 0.01% 363

Other funds holding NU

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s NU Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Nu Holdings (NU) in Q4 2022, closing a stake of 4,258 shares — an estimated $19K sold.

Wagner Wealth Management (South Carolina) first reported a position in NU in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q3 2022. 264 funds tracked by Wall St. Rank hold NU as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Nu Holdings position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 4,258 Nu Holdings shares in Q4 2022, an estimated $19K.
  • Wagner Wealth Management (South Carolina) first reported a position in Nu Holdings in Q2 2022 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s Nu Holdings position peaked at $19K in Q3 2022.
  • 264 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.