WFA of San Diego’s Nu Holdings NU Stock Holding History

WFA of San Diego’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	$342	Hold	25	–	–	﹤0.01%	398
2024 Q2	$323	Buy	+25	New	+$291	﹤0.01%	399
2023 Q3	$182	Hold	25	–	–	﹤0.01%	393
2023 Q2	$198	Buy	+25	New	+$154	﹤0.01%	386

Other funds holding NU

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFA of San Diego's NU Position: Q3 2024 in Review

WFA of San Diego held its Nu Holdings (NU) position steady in Q3 2024 at 25 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #398.

WFA of San Diego first reported a position in NU in Q2 2023 and has held it in 4 quarters since. 650 funds tracked by Wall St. Rank hold NU as of Q3 2024.

WFA of San Diego held 25 shares of Nu Holdings worth $342 as of Q3 2024.
WFA of San Diego left its Nu Holdings share count unchanged in Q3 2024.
Nu Holdings made up ﹤0.01% of WFA of San Diego's portfolio in Q3 2024, its #398 holding.
WFA of San Diego first reported a position in Nu Holdings in Q2 2023 and has held it in 4 quarters since.
650 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.