FourThought Financial’s Prudential PUK Stock Holding History

FourThought Financial’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 Q3	$3K	Hold	138	–	–	﹤0.01%	1275
2022 Q2	$3K	Hold	138	–	–	﹤0.01%	1272
2022 Q1	$4K	Hold	138	–	–	﹤0.01%	1252
2021 Q4	$5K	Hold	138	–	–	﹤0.01%	1223
2021 Q3	$5K	Sell	138 -4	-3%	-$155	﹤0.01%	1232
2021 Q2	$5K	Hold	142	–	–	﹤0.01%	1220
2021 Q1	$5K	Hold	142	–	–	﹤0.01%	1176
2020 Q4	$5K	Buy	+142	New	+$4.36K	﹤0.01%	1154

Other funds holding PUK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CQS

Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

FourThought Financial's PUK Position: Q3 2022 in Review

FourThought Financial held its Prudential (PUK) position steady in Q3 2022 at 138 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

FourThought Financial first reported a position in PUK in Q4 2020 and has held it in 8 quarters since. The position peaked at $5K in Q4 2021. 143 funds tracked by Wall St. Rank hold PUK as of Q3 2022.

FourThought Financial held 138 shares of Prudential worth $3K as of Q3 2022.
FourThought Financial left its Prudential share count unchanged in Q3 2022.
Prudential made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1275 holding.
FourThought Financial first reported a position in Prudential in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Prudential position peaked at $5K in Q4 2021.
143 funds tracked by Wall St. Rank held Prudential as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.