44 Wealth Management’s Prudential PUK Stock Holding History

44 Wealth Management’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
2024 Q4	–	Sell	-21,623	Closed	-$367K	–	198
2024 Q3	$367K	Buy	+21,623	New	+$377K	0.13%	153
2023 Q2	$356K	Buy	12,561 +3,487	+38%	+$99.8K	0.12%	126
2023 Q1	$248K	Sell	9,074 -70	-0.8%	-$2.1K	0.08%	154
2022 Q4	$251K	Buy	+9,144	New	+$209K	0.09%	155

Other funds holding PUK

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

44 Wealth Management's PUK Position: Q4 2024 in Review

44 Wealth Management sold out of Prudential (PUK) in Q4 2024, closing a stake of 21,623 shares — an estimated $367K sold.

44 Wealth Management first reported a position in PUK in Q4 2022 and held it in 4 quarters. The position peaked at $367K in Q3 2024. 168 funds tracked by Wall St. Rank hold PUK as of Q4 2024.

44 Wealth Management reported no remaining Prudential position as of Q4 2024 after selling out during the quarter.
44 Wealth Management sold 21,623 Prudential shares in Q4 2024, an estimated $367K.
44 Wealth Management first reported a position in Prudential in Q4 2022 and held it in 4 quarters.
44 Wealth Management's Prudential position peaked at $367K in Q3 2024.
168 funds tracked by Wall St. Rank held Prudential as of Q4 2024.

Based on 44 Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.