Graves Light Lenhart Wealth’s Prudential PUK Stock Holding History

Graves Light Lenhart Wealth’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
2021 Q1	–	Sell	-1,279	Closed	-$46K	–	737
2020 Q4	$46K	Buy	+1,279	New	+$39.3K	0.01%	383

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Graves Light Lenhart Wealth's PUK Position: Q1 2021 in Review

Graves Light Lenhart Wealth sold out of Prudential (PUK) in Q1 2021, closing a stake of 1,279 shares — an estimated $46K sold.

Graves Light Lenhart Wealth first reported a position in PUK in Q4 2020 and held it in 1 quarter. The position peaked at $46K in Q4 2020. 184 funds tracked by Wall St. Rank hold PUK as of Q1 2021.

Graves Light Lenhart Wealth reported no remaining Prudential position as of Q1 2021 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,279 Prudential shares in Q1 2021, an estimated $46K.
Graves Light Lenhart Wealth first reported a position in Prudential in Q4 2020 and held it in 1 quarter.
Graves Light Lenhart Wealth's Prudential position peaked at $46K in Q4 2020.
184 funds tracked by Wall St. Rank held Prudential as of Q1 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2021, filed 9 Apr 2021.