Altium Wealth Management’s Prudential PUK Stock Holding History

Altium 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
2020 Q4	–	Sell	-9,931	Closed	-$275K	–	360
2020 Q3	$275K	Buy	+9,931	New	+$297K	0.03%	277
2018 Q4	–	Sell	-4,754	Closed	-$212K	–	291
2018 Q3	$212K	Sell	4,754 -1,336	-22%	-$59.1K	0.04%	266
2018 Q2	$270K	Buy	+6,090	New	+$297K	0.07%	197

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

Altium Wealth Management's PUK Position: Q4 2020 in Review

Altium Wealth Management sold out of Prudential (PUK) in Q4 2020, closing a stake of 9,931 shares — an estimated $275K sold.

Altium Wealth Management first reported a position in PUK in Q2 2018 and held it in 3 quarters. The position peaked at $275K in Q3 2020. 176 funds tracked by Wall St. Rank hold PUK as of Q4 2020.

Altium Wealth Management reported no remaining Prudential position as of Q4 2020 after selling out during the quarter.
Altium Wealth Management sold 9,931 Prudential shares in Q4 2020, an estimated $275K.
Altium Wealth Management first reported a position in Prudential in Q2 2018 and held it in 3 quarters.
Altium Wealth Management's Prudential position peaked at $275K in Q3 2020.
176 funds tracked by Wall St. Rank held Prudential as of Q4 2020.

Based on Altium Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.