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WR Wealth Planners’s Nu Holdings NU Stock Holding History

WR Wealth Planners’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
Q4 		$1.3K Buy
+126
New +$1.68K ﹤0.01% 904

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's NU Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Nu Holdings (NU) in Q4 2024: 126 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings.

710 funds tracked by Wall St. Rank hold NU as of Q4 2024.

  • WR Wealth Planners held 126 shares of Nu Holdings worth $1.3K as of Q4 2024.
  • Nu Holdings was a new WR Wealth Planners position in Q4 2024.
  • Nu Holdings made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #904 holding.
  • 710 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.