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180 Wealth Advisors’s Prudential PUK Stock Holding History

180 Wealth Advisors’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,222
Closed -$312K – 359
2020
Q4 		$312K Sell
8,222
-2,929
-26% -$89.9K 0.09% 212
2020
Q3 		$307K Buy
11,151
+608
+6% +$18.2K 0.12% 179
2020
Q2 		$321K Buy
10,543
+1,445
+16% +$38.2K 0.13% 165
2020
Q1 		$201K Sell
9,098
-465
-5% -$14.8K 0.1% 205
2019
Q4 		$339K Buy
9,563
+2,736
+40% +$96.5K 0.14% 181
2019
Q3 		$250K Buy
6,827
+1,009
+17% +$37.5K 0.11% 211
2019
Q2 		$231K Buy
+5,818
New +$242K 0.1% 220
2019
Q1 		– Sell
-6,148
Closed -$274K – 273
2018
Q4 		$274K Hold
6,148
– – 0.13% 194
2018
Q3 		$274K Sell
6,148
-383
-6% -$16.9K 0.13% 195
2018
Q2 		$290K Sell
6,531
-1,989
-23% -$97.1K 0.14% 186
2018
Q1 		$417K Sell
8,520
-2,183
-20% -$110K 0.22% 128
2017
Q4 		$527K Buy
+10,703
New +$510K 0.27% 107

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

180 Wealth Advisors's PUK Position: Q1 2021 in Review

180 Wealth Advisors sold out of Prudential (PUK) in Q1 2021, closing a stake of 8,222 shares — an estimated $312K sold.

180 Wealth Advisors first reported a position in PUK in Q4 2017 and held it in 12 quarters. The position peaked at $527K in Q4 2017. 184 funds tracked by Wall St. Rank hold PUK as of Q1 2021.

  • 180 Wealth Advisors reported no remaining Prudential position as of Q1 2021 after selling out during the quarter.
  • 180 Wealth Advisors sold 8,222 Prudential shares in Q1 2021, an estimated $312K.
  • 180 Wealth Advisors first reported a position in Prudential in Q4 2017 and held it in 12 quarters.
  • 180 Wealth Advisors's Prudential position peaked at $527K in Q4 2017.
  • 184 funds tracked by Wall St. Rank held Prudential as of Q1 2021.

Based on 180 Wealth Advisors's 13F filing for Q1 2021, filed 25 May 2021.