Wingate Wealth Advisors’s Nu Holdings NU Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-1,485	Closed	-$15.4K	–	308
2024 Q4	$15.4K	Buy	+1,485	New	+$19.8K	0.02%	310

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Wingate Wealth Advisors's NU Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 1,485 shares — an estimated $15.4K sold.

Wingate Wealth Advisors first reported a position in NU in Q4 2024 and held it in 1 quarter. The position peaked at $15.4K in Q4 2024. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

Wingate Wealth Advisors reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,485 Nu Holdings shares in Q1 2025, an estimated $15.4K.
Wingate Wealth Advisors first reported a position in Nu Holdings in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Nu Holdings position peaked at $15.4K in Q4 2024.
732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.