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Clearstead Advisors’s Prudential PUK Stock Holding History

Clearstead 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
2025
Q1 		– Sell
-29
Closed -$470 – 2292
2024
Q4 		$470 Buy
+29
New +$486 ﹤0.01% 1987
2023
Q4 		– Sell
-320
Closed -$7.02K – 1621
2023
Q3 		$7.02K Buy
+320
New +$8.09K ﹤0.01% 1163
2021
Q3 		– Sell
-46
Closed -$2K – 1364
2021
Q2 		$2K Buy
+46
New +$1.88K ﹤0.01% 1068

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearstead Advisors's PUK Position: Q1 2025 in Review

Clearstead Advisors sold out of Prudential (PUK) in Q1 2025, closing a stake of 29 shares — an estimated $470 sold.

Clearstead Advisors first reported a position in PUK in Q2 2021 and held it in 3 quarters. The position peaked at $7.02K in Q3 2023. 193 funds tracked by Wall St. Rank hold PUK as of Q1 2025.

  • Clearstead Advisors reported no remaining Prudential position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 29 Prudential shares in Q1 2025, an estimated $470.
  • Clearstead Advisors first reported a position in Prudential in Q2 2021 and held it in 3 quarters.
  • Clearstead Advisors's Prudential position peaked at $7.02K in Q3 2023.
  • 193 funds tracked by Wall St. Rank held Prudential as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.