Arkadios Wealth Advisors’s Prudential PUK Stock Holding History

Arkadios 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 Q4	–	Sell	-609	Closed	-$23K	–	1471
2021 Q3	$23K	Sell	609 -18	-3%	-$696	﹤0.01%	1162
2021 Q2	$23K	Buy	627 +3	+0.5%	+$123	﹤0.01%	1227
2021 Q1	$25K	Buy	+624	New	+$23.8K	﹤0.01%	909
2020 Q2	–	Sell	-12	Closed	-$297	–	1099
2020 Q1	$297	Buy	+12	New	+$382	﹤0.01%	1047

Other funds holding PUK

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

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

Arkadios Wealth Advisors's PUK Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Prudential (PUK) in Q4 2021, closing a stake of 609 shares — an estimated $23K sold.

Arkadios Wealth Advisors first reported a position in PUK in Q1 2020 and held it in 4 quarters. The position peaked at $25K in Q1 2021. 186 funds tracked by Wall St. Rank hold PUK as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Prudential position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 609 Prudential shares in Q4 2021, an estimated $23K.
Arkadios Wealth Advisors first reported a position in Prudential in Q1 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Prudential position peaked at $25K in Q1 2021.
186 funds tracked by Wall St. Rank held Prudential as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.