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BerganKDV Wealth Management’s Prudential PUK Stock Holding History

BerganKDV 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
Q2 		– Sell
-85
Closed -$2K – 1062
2020
Q1 		$2K Hold
85
– – ﹤0.01% 749
2019
Q4 		$3K Buy
+85
New +$3K ﹤0.01% 717

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BerganKDV Wealth Management's PUK Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Prudential (PUK) in Q2 2020, closing a stake of 85 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in PUK in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 179 funds tracked by Wall St. Rank hold PUK as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Prudential position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 85 Prudential shares in Q2 2020, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Prudential in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Prudential position peaked at $3K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held Prudential as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.