CCA
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Checchi Capital Advisers’s Prudential PUK Stock Holding History

Checchi Capital Advisers’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
-5,624
Closed -$220K – 560
2021
Q3 		$220K Sell
5,624
-77
-1% -$2.98K 0.02% 460
2021
Q2 		$211K Sell
5,701
-44
-0.8% -$1.8K 0.02% 491
2021
Q1 		$238K Buy
+5,745
New +$219K 0.02% 440
2019
Q4 		– Sell
-6,955
Closed -$245K – 462
2019
Q3 		$245K Sell
6,955
-417
-6% -$15.5K 0.03% 345
2019
Q2 		$313K Sell
7,372
-221
-3% -$9.2K 0.04% 286
2019
Q1 		$296K Buy
7,593
+136
+2% +$5.25K 0.03% 291
2018
Q4 		$256K Sell
7,457
-1,528
-17% -$58.4K 0.03% 289
2018
Q3 		$400K Buy
8,985
+40
+0.4% +$1.77K 0.05% 259
2018
Q2 		$396K Buy
8,945
+428
+5% +$20.9K 0.05% 242
2018
Q1 		$422K Buy
8,517
+381
+5% +$19.3K 0.06% 219
2017
Q4 		$401K Buy
8,136
+61
+0.8% +$2.9K 0.05% 243
2017
Q3 		$375K Sell
8,075
-1,269
-14% -$58K 0.04% 230
2017
Q2 		$417K Buy
9,344
+1,060
+13% +$45.8K 0.05% 206
2017
Q1 		$340K Buy
8,284
+179
+2% +$7.03K 0.04% 250
2016
Q4 		$313K Sell
8,105
-724
-8% -$26K 0.04% 260
2016
Q3 		$306K Sell
8,829
-1,891
-18% -$65.2K 0.03% 252
2016
Q2 		$354K Sell
10,720
-157
-1% -$5.78K 0.04% 211
2016
Q1 		$392K Buy
10,877
+539
+5% +$19.5K 0.09% 185
2015
Q4 		$452K Buy
10,338
+252
+2% +$11.2K 0.11% 163
2015
Q3 		$412K Buy
10,086
+560
+6% +$24.9K 0.11% 158
2015
Q2 		$449K Buy
9,526
+662
+7% +$32.1K 0.12% 157
2015
Q1 		$429K Buy
8,864
+1,059
+14% +$50.3K 0.13% 153
2014
Q4 		$350K Buy
7,805
+489
+7% +$21.8K 0.13% 169
2014
Q3 		$316K Buy
7,316
+1,417
+24% +$64.3K 0.13% 164
2014
Q2 		$263K Buy
5,899
+590
+11% +$26.2K 0.12% 169
2014
Q1 		$219K Hold
5,309
– – 0.13% 157
2013
Q4 		$232K Buy
+5,309
New +$211K 0.18% 121

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Checchi Capital Advisers's PUK Position: Q4 2021 in Review

Checchi Capital Advisers sold out of Prudential (PUK) in Q4 2021, closing a stake of 5,624 shares — an estimated $220K sold.

Checchi Capital Advisers first reported a position in PUK in Q4 2013 and held it in 27 quarters. The position peaked at $452K in Q4 2015. 187 funds tracked by Wall St. Rank hold PUK as of Q4 2021.

  • Checchi Capital Advisers reported no remaining Prudential position as of Q4 2021 after selling out during the quarter.
  • Checchi Capital Advisers sold 5,624 Prudential shares in Q4 2021, an estimated $220K.
  • Checchi Capital Advisers first reported a position in Prudential in Q4 2013 and held it in 27 quarters.
  • Checchi Capital Advisers's Prudential position peaked at $452K in Q4 2015.
  • 187 funds tracked by Wall St. Rank held Prudential as of Q4 2021.

Based on Checchi Capital Advisers's 13F filing for Q4 2021, filed 9 Feb 2022.