Avior Wealth Management’s Prudential PUK Stock Holding History

Avior 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
2025 Q1	–	Sell	-977	Closed	-$15.6K	–	1927
2024 Q4	$15.6K	Buy	977 +28	+3%	+$469	﹤0.01%	1482
2024 Q3	$17.6K	Sell	949 -273	-22%	-$4.77K	﹤0.01%	1401
2024 Q2	$22.4K	Sell	1,222 -741	-38%	-$14K	﹤0.01%	1323
2024 Q1	$37.8K	Buy	+1,963	New	+$40.5K	﹤0.01%	1336
2021 Q3	–	Sell	-66	Closed	-$2K	–	1154
2021 Q2	$2K	Hold	66	–	–	﹤0.01%	913
2021 Q1	$2K	Buy	+66	New	+$2.51K	﹤0.01%	913
2020 Q1	–	Sell	-55	Closed	-$2K	–	875
2019 Q4	$2K	Sell	55 -27	-33%	-$952	﹤0.01%	724
2019 Q3	$2K	Buy	82 +13	+19%	+$483	﹤0.01%	686
2019 Q2	$3K	Buy	+69	New	+$2.87K	﹤0.01%	702

Other funds holding PUK

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

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

Avior Wealth Management's PUK Position: Q1 2025 in Review

Avior Wealth Management sold out of Prudential (PUK) in Q1 2025, closing a stake of 977 shares — an estimated $15.6K sold.

Avior Wealth Management first reported a position in PUK in Q2 2019 and held it in 9 quarters. The position peaked at $37.8K in Q1 2024. 193 funds tracked by Wall St. Rank hold PUK as of Q1 2025.

Avior Wealth Management reported no remaining Prudential position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 977 Prudential shares in Q1 2025, an estimated $15.6K.
Avior Wealth Management first reported a position in Prudential in Q2 2019 and held it in 9 quarters.
Avior Wealth Management's Prudential position peaked at $37.8K in Q1 2024.
193 funds tracked by Wall St. Rank held Prudential as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.