Fortitude Advisory Group’s Prudential PUK Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-80	Closed	-$2K	–	1003
2022 Q1	$2K	Hold	80	–	–	﹤0.01%	1362
2021 Q4	$3K	Buy	+80	New	+$3.04K	﹤0.01%	1317

Other funds holding PUK

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

Fortitude Advisory Group's PUK Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Prudential (PUK) in Q2 2022, closing a stake of 80 shares — an estimated $2K sold.

Fortitude Advisory Group first reported a position in PUK in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 167 funds tracked by Wall St. Rank hold PUK as of Q2 2022.

Fortitude Advisory Group reported no remaining Prudential position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 80 Prudential shares in Q2 2022, an estimated $2K.
Fortitude Advisory Group first reported a position in Prudential in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Prudential position peaked at $3K in Q4 2021.
167 funds tracked by Wall St. Rank held Prudential as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.