Fortitude Family Office’s Prudential PUK Stock Holding History

Fortitude Family Office’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
2024 Q1	–	Sell	-37	Closed	-$831	–	1059
2023 Q4	$831	Buy	+37	New	+$811	﹤0.01%	955

Other funds holding PUK

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Fortitude Family Office's PUK Position: Q1 2024 in Review

Fortitude Family Office sold out of Prudential (PUK) in Q1 2024, closing a stake of 37 shares — an estimated $831 sold.

Fortitude Family Office first reported a position in PUK in Q4 2023 and held it in 1 quarter. The position peaked at $831 in Q4 2023. 178 funds tracked by Wall St. Rank hold PUK as of Q1 2024.

Fortitude Family Office reported no remaining Prudential position as of Q1 2024 after selling out during the quarter.
Fortitude Family Office sold 37 Prudential shares in Q1 2024, an estimated $831.
Fortitude Family Office first reported a position in Prudential in Q4 2023 and held it in 1 quarter.
Fortitude Family Office's Prudential position peaked at $831 in Q4 2023.
178 funds tracked by Wall St. Rank held Prudential as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.