Evoke Wealth’s Prudential PUK Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-119	Closed	-$2K	–	946
2022 Q3	$2K	Hold	119	–	–	﹤0.01%	1067
2022 Q2	$3K	Hold	119	–	–	﹤0.01%	1002
2022 Q1	$4K	Sell	119 -285	-71%	-$9.1K	﹤0.01%	962
2021 Q4	$14K	Hold	404	–	–	﹤0.01%	737
2021 Q3	$15K	Buy	404 +281	+228%	+$10.9K	﹤0.01%	687
2021 Q2	$5K	Hold	123	–	–	﹤0.01%	887
2021 Q1	$5K	Hold	123	–	–	﹤0.01%	859
2020 Q4	$4K	Hold	123	–	–	﹤0.01%	778
2020 Q3	$3K	Sell	123 -116	-49%	-$3.47K	﹤0.01%	794
2020 Q2	$7K	Hold	239	–	–	﹤0.01%	606
2020 Q1	$5.86K	Sell	239 -1,115	-82%	-$35.5K	﹤0.01%	583
2019 Q4	$50K	Sell	1,354 -657	-33%	-$23.2K	0.01%	413
2019 Q3	$71.8K	Buy	+2,011	New	+$74.8K	0.01%	419

Other funds holding PUK

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's PUK Position: Q4 2022 in Review

Evoke Wealth sold out of Prudential (PUK) in Q4 2022, closing a stake of 119 shares — an estimated $2K sold.

Evoke Wealth first reported a position in PUK in Q3 2019 and held it in 13 quarters. The position peaked at $71.8K in Q3 2019. 164 funds tracked by Wall St. Rank hold PUK as of Q4 2022.

Evoke Wealth reported no remaining Prudential position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 119 Prudential shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in Prudential in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Prudential position peaked at $71.8K in Q3 2019.
164 funds tracked by Wall St. Rank held Prudential as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.