BKM Wealth Management’s Prudential PUK Stock Holding History

BKM 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
2024 Q1	–	Sell	-102	Closed	-$2.29K	–	463
2023 Q4	$2.29K	Buy	+102	New	+$2.23K	﹤0.01%	555

Other funds holding PUK

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BKM Wealth Management's PUK Position: Q1 2024 in Review

BKM Wealth Management sold out of Prudential (PUK) in Q1 2024, closing a stake of 102 shares — an estimated $2.29K sold.

BKM Wealth Management first reported a position in PUK in Q4 2023 and held it in 1 quarter. The position peaked at $2.29K in Q4 2023. 178 funds tracked by Wall St. Rank hold PUK as of Q1 2024.

BKM Wealth Management reported no remaining Prudential position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 102 Prudential shares in Q1 2024, an estimated $2.29K.
BKM Wealth Management first reported a position in Prudential in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Prudential position peaked at $2.29K in Q4 2023.
178 funds tracked by Wall St. Rank held Prudential as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.