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Interchange Capital Partners’s Prudential PUK Stock Holding History

Interchange Capital Partners’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
-307
Closed -$11K – 886
2020
Q4 		$11K Buy
+307
New +$9.42K 0.01% 773

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PPA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Interchange Capital Partners's PUK Position: Q1 2021 in Review

Interchange Capital Partners sold out of Prudential (PUK) in Q1 2021, closing a stake of 307 shares — an estimated $11K sold.

Interchange Capital Partners first reported a position in PUK in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 184 funds tracked by Wall St. Rank hold PUK as of Q1 2021.

  • Interchange Capital Partners reported no remaining Prudential position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 307 Prudential shares in Q1 2021, an estimated $11K.
  • Interchange Capital Partners first reported a position in Prudential in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Prudential position peaked at $11K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held Prudential as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.