Advisornet Financial’s Prudential PUK Stock Holding History

Advisornet Financial’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
2020 Q4	–	Sell	-165	Closed	-$5K	–	1798
2020 Q3	$5K	Sell	165 -140	-46%	-$4.19K	﹤0.01%	1427
2020 Q2	$9K	Hold	305	–	–	﹤0.01%	1333
2020 Q1	$7K	Hold	305	–	–	﹤0.01%	1360
2019 Q4	$11K	Hold	305	–	–	﹤0.01%	1370
2019 Q3	$11K	Sell	305 -372	-55%	-$13.8K	﹤0.01%	1354
2019 Q2	$29K	Buy	677 +193	+40%	+$8.04K	﹤0.01%	970
2019 Q1	$19K	Hold	484	–	–	﹤0.01%	1012
2018 Q4	$17K	Sell	484 -172	-26%	-$6.58K	﹤0.01%	969
2018 Q3	$29K	Buy	656 +79	+14%	+$3.49K	﹤0.01%	860
2018 Q2	$26K	Buy	577 +306	+113%	+$14.9K	﹤0.01%	879
2018 Q1	$13K	Hold	271	–	–	﹤0.01%	1033
2017 Q4	$13K	Buy	+271	New	+$12.9K	﹤0.01%	957

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Advisornet Financial's PUK Position: Q4 2020 in Review

Advisornet Financial sold out of Prudential (PUK) in Q4 2020, closing a stake of 165 shares — an estimated $5K sold.

Advisornet Financial first reported a position in PUK in Q4 2017 and held it in 12 quarters. The position peaked at $29K in Q2 2019. 176 funds tracked by Wall St. Rank hold PUK as of Q4 2020.

Advisornet Financial reported no remaining Prudential position as of Q4 2020 after selling out during the quarter.
Advisornet Financial sold 165 Prudential shares in Q4 2020, an estimated $5K.
Advisornet Financial first reported a position in Prudential in Q4 2017 and held it in 12 quarters.
Advisornet Financial's Prudential position peaked at $29K in Q2 2019.
176 funds tracked by Wall St. Rank held Prudential as of Q4 2020.

Based on Advisornet Financial's 13F filing for Q4 2020, filed 4 Feb 2021.