Cahill Financial Advisors’s Prudential PUK Stock Holding History

Cahill Financial Advisors’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	-345	Closed	-$14K	–	626
2021 Q3	$14K	Buy	+345	New	+$13.3K	﹤0.01%	505

Other funds holding PUK

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cahill Financial Advisors's PUK Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Prudential (PUK) in Q4 2021, closing a stake of 345 shares — an estimated $14K sold.

Cahill Financial Advisors first reported a position in PUK in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 186 funds tracked by Wall St. Rank hold PUK as of Q4 2021.

Cahill Financial Advisors reported no remaining Prudential position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 345 Prudential shares in Q4 2021, an estimated $14K.
Cahill Financial Advisors first reported a position in Prudential in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's Prudential position peaked at $14K in Q3 2021.
186 funds tracked by Wall St. Rank held Prudential as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.