A detailed history of Vista Wealth Management Group, LLC transactions in Nu Holdings Ltd. stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 4,615,277 shares of NU stock, worth $59.3 Million. This represents 4.33% of its overall portfolio holdings.

Number of Shares
4,615,277
Previous 5,148,213 10.35%
Holding current value
$59.3 Million
Previous $42.9 Million 28.39%
% of portfolio
4.33%
Previous 3.78%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$8.09 - $12.25 $4.31 Million - $6.53 Million
-532,936 Reduced 10.35%
4,615,277 $55.1 Million
Q4 2023

Feb 12, 2024

BUY
$6.84 - $8.83 $313,128 - $404,228
45,779 Added 0.9%
5,148,213 $42.9 Million
Q3 2023

Nov 14, 2023

BUY
$6.81 - $8.18 $9.36 Million - $11.2 Million
1,374,083 Added 36.85%
5,102,434 $37 Million
Q1 2023

May 04, 2023

BUY
$3.48 - $5.34 $153,774 - $235,963
44,188 Added 1.2%
3,728,351 $17.7 Million
Q4 2022

Feb 07, 2023

SELL
$3.74 - $5.09 $3.68 Million - $5 Million
-983,182 Reduced 21.07%
3,684,163 $15 Million
Q3 2022

Oct 25, 2022

BUY
$3.77 - $5.52 $2.53 Million - $3.7 Million
670,135 Added 16.77%
4,667,345 $20.1 Million
Q2 2022

Jul 14, 2022

BUY
$3.31 - $8.07 $13.2 Million - $32.3 Million
3,997,210 New
3,997,210 $15.9 Million

Others Institutions Holding NU

About Nu Holdings Ltd.


  • Ticker NU
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,561,860,096
  • Market Cap $45.7B
  • Description
  • Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. It offers Nu credit and debit cards; Ultraviolet credit and debit cards; and mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobi...
More about NU
Track This Portfolio

Track Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.