Financial Gravity Asset Management’s Prudential PUK Stock Holding History

Financial Gravity Asset Management’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 Q4	$0	Buy	+1	New	+$31	﹤0.01%	637
2019 Q4	$38K	Sell	22 -1	-4%	-$35	0.03%	767
2019 Q3	$1K	Buy	23 +5	+28%	+$186	﹤0.01%	1093
2019 Q2	$1K	Sell	18 -26	-59%	-$1.08K	﹤0.01%	1117
2019 Q1	$2K	Buy	+44	New	+$1.7K	﹤0.01%	981
2018 Q3	$1K	Sell	23 -5	-18%	-$221	﹤0.01%	1218
2018 Q2	$1K	Sell	28 -3	-10%	-$146	﹤0.01%	1243
2018 Q1	$2K	Buy	+31	New	+$1.57K	﹤0.01%	994

Other funds holding PUK

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

PPA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Financial Gravity Asset Management's PUK Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Prudential (PUK) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PUK as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in PUK in Q1 2018 and has held it in 8 quarters since. The position peaked at $38K in Q4 2019. 176 funds tracked by Wall St. Rank hold PUK as of Q4 2020.

Financial Gravity Asset Management held 1 share of Prudential worth $0 as of Q4 2020.
Prudential was a new Financial Gravity Asset Management position in Q4 2020.
Prudential made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #637 holding.
Financial Gravity Asset Management first reported a position in Prudential in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Prudential position peaked at $38K in Q4 2019.
176 funds tracked by Wall St. Rank held Prudential as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.