HHM Wealth Advisors’s Prudential PUK Stock Holding History

HHM Wealth Advisors’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
2024 Q2	–	Sell	-227	Closed	-$4.38K	–	842
2024 Q1	$4.38K	Hold	227	–	–	﹤0.01%	637
2023 Q4	$5.1K	Hold	227	–	–	﹤0.01%	624
2023 Q3	$4.98K	Hold	227	–	–	﹤0.01%	634
2023 Q2	$6.43K	Hold	227	–	–	﹤0.01%	622
2023 Q1	$6.21K	Hold	227	–	–	﹤0.01%	608
2022 Q4	$6.24K	Sell	227 -2	-0.9%	-$46	﹤0.01%	512
2022 Q3	$5K	Hold	229	–	–	﹤0.01%	539
2022 Q2	$9K	Buy	+229	New	+$5.88K	﹤0.01%	559
2020 Q4	–	Sell	-90	Closed	-$2K	–	559
2020 Q3	$2K	Hold	90	–	–	﹤0.01%	472
2020 Q2	$3K	Hold	90	–	–	﹤0.01%	444
2020 Q1	$2K	Buy	+90	New	+$2.87K	﹤0.01%	434

Other funds holding PUK

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

HHM Wealth Advisors's PUK Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Prudential (PUK) in Q2 2024, closing a stake of 227 shares — an estimated $4.38K sold.

HHM Wealth Advisors first reported a position in PUK in Q1 2020 and held it in 11 quarters. The position peaked at $9K in Q2 2022. 190 funds tracked by Wall St. Rank hold PUK as of Q2 2024.

HHM Wealth Advisors reported no remaining Prudential position as of Q2 2024 after selling out during the quarter.
HHM Wealth Advisors sold 227 Prudential shares in Q2 2024, an estimated $4.38K.
HHM Wealth Advisors first reported a position in Prudential in Q1 2020 and held it in 11 quarters.
HHM Wealth Advisors's Prudential position peaked at $9K in Q2 2022.
190 funds tracked by Wall St. Rank held Prudential as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.