Column Capital Advisors’s Prudential PUK Stock Holding History

Column Capital 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
2023 Q3	–	Sell	-112	Closed	-$2.83K	–	819
2023 Q2	$3.17K	Buy	+112	New	+$3.21K	﹤0.01%	670
2022 Q3	–	Sell	-304	Closed	-$8K	–	740
2022 Q2	$8K	Sell	304 -123	-29%	-$3.16K	﹤0.01%	514
2022 Q1	$13K	Hold	427	–	–	﹤0.01%	466
2021 Q4	$15K	Sell	427 -149	-26%	-$5.65K	﹤0.01%	461
2021 Q3	$23K	Sell	576 -18	-3%	-$696	﹤0.01%	366
2021 Q2	$22K	Hold	594	–	–	﹤0.01%	374
2021 Q1	$25K	Hold	594	–	–	0.01%	354
2020 Q4	$21K	Hold	594	–	–	0.01%	375
2020 Q3	$16K	Hold	594	–	–	﹤0.01%	383
2020 Q2	$17K	Sell	594 -184	-24%	-$4.87K	0.01%	403
2020 Q1	$19K	Buy	778 +49	+7%	+$1.56K	0.01%	318
2019 Q4	$26K	Buy	+729	New	+$25.7K	0.01%	329

Other funds holding PUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

CQS

Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Column Capital Advisors's PUK Position: Q3 2023 in Review

Column Capital Advisors sold out of Prudential (PUK) in Q3 2023, closing a stake of 112 shares — an estimated $2.83K sold.

Column Capital Advisors first reported a position in PUK in Q4 2019 and held it in 12 quarters. The position peaked at $26K in Q4 2019. 168 funds tracked by Wall St. Rank hold PUK as of Q3 2023.

Column Capital Advisors reported no remaining Prudential position as of Q3 2023 after selling out during the quarter.
Column Capital Advisors sold 112 Prudential shares in Q3 2023, an estimated $2.83K.
Column Capital Advisors first reported a position in Prudential in Q4 2019 and held it in 12 quarters.
Column Capital Advisors's Prudential position peaked at $26K in Q4 2019.
168 funds tracked by Wall St. Rank held Prudential as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.