FPC Investment Advisory’s Prudential PUK Stock Holding History

FPC Investment Advisory’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
2025 Q1	–	Sell	-288	Closed	-$4.79K	–	203
2024 Q4	$4.79K	Buy	+288	New	+$4.83K	﹤0.01%	235

Other funds holding PUK

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FPC Investment Advisory's PUK Position: Q1 2025 in Review

FPC Investment Advisory sold out of Prudential (PUK) in Q1 2025, closing a stake of 288 shares — an estimated $4.79K sold.

FPC Investment Advisory first reported a position in PUK in Q4 2024 and held it in 1 quarter. The position peaked at $4.79K in Q4 2024. 193 funds tracked by Wall St. Rank hold PUK as of Q1 2025.

FPC Investment Advisory reported no remaining Prudential position as of Q1 2025 after selling out during the quarter.
FPC Investment Advisory sold 288 Prudential shares in Q1 2025, an estimated $4.79K.
FPC Investment Advisory first reported a position in Prudential in Q4 2024 and held it in 1 quarter.
FPC Investment Advisory's Prudential position peaked at $4.79K in Q4 2024.
193 funds tracked by Wall St. Rank held Prudential as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.