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Nu Hldgs Ltd Ord Shs Cl A shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of Nu Hldgs Ltd Ord Shs Cl A (NU) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in Nu Hldgs Ltd Ord Shs Cl A

Tip: Access up to 7 years of quarterly data

All positions including Nu Hldgs Ltd Ord Shs Cl A held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nu Hldgs Ltd Ord Shs Cl A by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.6M 327k 7.89
2023-03-31 $908k 191k 4.76
2022-12-31 $776k 191k 4.07
2022-09-30 $264k 60k 4.40
2022-06-30 $67k 18k 3.71

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Nu Hldgs Ltd Ord Shs Cl A

Baillie Gifford & Co
Berkshire Hathaway
WCM Investment Management
Jpmorgan Chase & Co
Technology Crossover Management X
Jennison Associates
Artisan Partners Limited Partnership
D. E. Shaw & Co
Ribbit Management Company
Redpoint Management
T. Rowe Price Associates
Scge Management
Atmos Capital Gestao De Recursos
Dynamo Internacional Gestao De Recursos
Citadel Advisors

View all funds holding Nu Hldgs Ltd Ord Shs Cl A