HGWM
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Harvest Group Wealth Management’s Prudential PUK Stock Holding History

Harvest Group Wealth Management’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
2023
Q1 		$3.28K Hold
120
– – ﹤0.01% 100
2022
Q4 		$3.3K Hold
120
– – ﹤0.01% 99
2022
Q3 		$2K Hold
120
– – ﹤0.01% 122
2022
Q2 		$3K Buy
+120
New +$3.08K ﹤0.01% 113

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harvest Group Wealth Management's PUK Position: Q1 2023 in Review

Harvest Group Wealth Management held its Prudential (PUK) position steady in Q1 2023 at 120 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #100.

Harvest Group Wealth Management first reported a position in PUK in Q2 2022 and has held it in 4 quarters since. The position peaked at $3.3K in Q4 2022. 167 funds tracked by Wall St. Rank hold PUK as of Q1 2023.

  • Harvest Group Wealth Management held 120 shares of Prudential worth $3.28K as of Q1 2023.
  • Harvest Group Wealth Management left its Prudential share count unchanged in Q1 2023.
  • Prudential made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #100 holding.
  • Harvest Group Wealth Management first reported a position in Prudential in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's Prudential position peaked at $3.3K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held Prudential as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.