Evolution Wealth Advisors’s Prudential PUK Stock Holding History

Evolution 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
2020 Q1	–	Sell	-138	Closed	-$5K	–	570
2019 Q4	$5K	Buy	+138	New	+$4.87K	﹤0.01%	409

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

PPA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Evolution Wealth Advisors's PUK Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Prudential (PUK) in Q1 2020, closing a stake of 138 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in PUK in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 189 funds tracked by Wall St. Rank hold PUK as of Q1 2020.

Evolution Wealth Advisors reported no remaining Prudential position as of Q1 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 138 Prudential shares in Q1 2020, an estimated $5K.
Evolution Wealth Advisors first reported a position in Prudential in Q4 2019 and held it in 1 quarter.
Evolution Wealth Advisors's Prudential position peaked at $5K in Q4 2019.
189 funds tracked by Wall St. Rank held Prudential as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.