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Belpointe Asset Management’s Prudential PUK Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-2,322
Closed -$63.5K – 2666
2023
Q1 		$63.5K Buy
2,322
+436
+23% +$13.1K ﹤0.01% 1574
2022
Q4 		$51.8K Buy
+1,886
New +$43.1K ﹤0.01% 1586

Other funds holding PUK

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
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Belpointe Asset Management's PUK Position: Q2 2023 in Review

Belpointe Asset Management sold out of Prudential (PUK) in Q2 2023, closing a stake of 2,322 shares — an estimated $63.5K sold.

Belpointe Asset Management first reported a position in PUK in Q4 2022 and held it in 2 quarters. The position peaked at $63.5K in Q1 2023. 172 funds tracked by Wall St. Rank hold PUK as of Q2 2023.

  • Belpointe Asset Management reported no remaining Prudential position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,322 Prudential shares in Q2 2023, an estimated $63.5K.
  • Belpointe Asset Management first reported a position in Prudential in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Prudential position peaked at $63.5K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held Prudential as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.