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Atticus Wealth Management’s Prudential PUK Stock Holding History

Atticus 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
2022
Q4 		– Sell
-121
Closed -$3K – 612
2022
Q3 		$3K Hold
121
– – ﹤0.01% 477
2022
Q2 		$3K Hold
121
– – ﹤0.01% 510
2022
Q1 		$4K Buy
+121
New +$3.86K ﹤0.01% 480

Other funds holding PUK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atticus Wealth Management's PUK Position: Q4 2022 in Review

Atticus Wealth Management sold out of Prudential (PUK) in Q4 2022, closing a stake of 121 shares — an estimated $3K sold.

Atticus Wealth Management first reported a position in PUK in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 164 funds tracked by Wall St. Rank hold PUK as of Q4 2022.

  • Atticus Wealth Management reported no remaining Prudential position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 121 Prudential shares in Q4 2022, an estimated $3K.
  • Atticus Wealth Management first reported a position in Prudential in Q1 2022 and held it in 3 quarters.
  • Atticus Wealth Management's Prudential position peaked at $4K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Prudential as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.