Delos Wealth Advisors’s Prudential PUK Stock Holding History

Delos Wealth 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
2022 Q1	–	Sell	-164	Closed	-$6K	–	386
2021 Q4	$6K	Buy	+164	New	+$6.22K	0.01%	283

Other funds holding PUK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

Delos Wealth Advisors's PUK Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Prudential (PUK) in Q1 2022, closing a stake of 164 shares — an estimated $6K sold.

Delos Wealth Advisors first reported a position in PUK in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 171 funds tracked by Wall St. Rank hold PUK as of Q1 2022.

Delos Wealth Advisors reported no remaining Prudential position as of Q1 2022 after selling out during the quarter.
Delos Wealth Advisors sold 164 Prudential shares in Q1 2022, an estimated $6K.
Delos Wealth Advisors first reported a position in Prudential in Q4 2021 and held it in 1 quarter.
Delos Wealth Advisors's Prudential position peaked at $6K in Q4 2021.
171 funds tracked by Wall St. Rank held Prudential as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.