FFA
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Freedman Financial Associates’s Prudential PUK Stock Holding History

Freedman Financial Associates’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
-383
Closed -$11K – 317
2022
Q1 		$11K Hold
383
– – 0.01% 352
2021
Q4 		$13K Hold
383
– – 0.01% 319
2021
Q3 		$15K Sell
383
-12
-3% -$464 0.01% 318
2021
Q2 		$15K Hold
395
– – 0.01% 315
2021
Q1 		$16K Hold
395
– – 0.01% 318
2020
Q4 		$14K Buy
+395
New +$12.1K 0.01% 327

Other funds holding PUK

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Freedman Financial Associates's PUK Position: Q2 2022 in Review

Freedman Financial Associates sold out of Prudential (PUK) in Q2 2022, closing a stake of 383 shares — an estimated $11K sold.

Freedman Financial Associates first reported a position in PUK in Q4 2020 and held it in 6 quarters. The position peaked at $16K in Q1 2021. 167 funds tracked by Wall St. Rank hold PUK as of Q2 2022.

  • Freedman Financial Associates reported no remaining Prudential position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 383 Prudential shares in Q2 2022, an estimated $11K.
  • Freedman Financial Associates first reported a position in Prudential in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Prudential position peaked at $16K in Q1 2021.
  • 167 funds tracked by Wall St. Rank held Prudential as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.