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Better Money Decisions’s Prudential PUK Stock Holding History

Better Money Decisions’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
-119
Closed -$5K – 445
2021
Q3 		$5K Sell
119
-4
-3% -$155 ﹤0.01% 518
2021
Q2 		$5K Hold
123
– – ﹤0.01% 506
2021
Q1 		$5K Buy
+123
New +$4.68K 0.01% 453

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Better Money Decisions's PUK Position: Q4 2021 in Review

Better Money Decisions sold out of Prudential (PUK) in Q4 2021, closing a stake of 119 shares — an estimated $5K sold.

Better Money Decisions first reported a position in PUK in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 186 funds tracked by Wall St. Rank hold PUK as of Q4 2021.

  • Better Money Decisions reported no remaining Prudential position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 119 Prudential shares in Q4 2021, an estimated $5K.
  • Better Money Decisions first reported a position in Prudential in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's Prudential position peaked at $5K in Q3 2021.
  • 186 funds tracked by Wall St. Rank held Prudential as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.