FSWA
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Financial Synergies Wealth Advisors’s Prudential PUK Stock Holding History

Financial Synergies 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
Q4 		– Sell
-47
Closed -$937 – 494
2022
Q3 		$937 Hold
47
– – ﹤0.01% 307
2022
Q2 		$1.18K Buy
+47
New +$1.21K ﹤0.01% 295

Other funds holding PUK

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Synergies Wealth Advisors's PUK Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of Prudential (PUK) in Q4 2022, closing a stake of 47 shares — an estimated $937 sold.

Financial Synergies Wealth Advisors first reported a position in PUK in Q2 2022 and held it in 2 quarters. The position peaked at $1.18K in Q2 2022. 165 funds tracked by Wall St. Rank hold PUK as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining Prudential position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 47 Prudential shares in Q4 2022, an estimated $937.
  • Financial Synergies Wealth Advisors first reported a position in Prudential in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Prudential position peaked at $1.18K in Q2 2022.
  • 165 funds tracked by Wall St. Rank held Prudential as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.