Janiczek Wealth Management’s Prudential PUK Stock Holding History

Janiczek 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
2020 Q3	–	Sell	-73	Closed	-$2K	–	707
2020 Q2	$2K	Buy	+73	New	+$1.93K	﹤0.01%	297

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Janiczek Wealth Management's PUK Position: Q3 2020 in Review

Janiczek Wealth Management sold out of Prudential (PUK) in Q3 2020, closing a stake of 73 shares — an estimated $2K sold.

Janiczek Wealth Management first reported a position in PUK in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 170 funds tracked by Wall St. Rank hold PUK as of Q3 2020.

Janiczek Wealth Management reported no remaining Prudential position as of Q3 2020 after selling out during the quarter.
Janiczek Wealth Management sold 73 Prudential shares in Q3 2020, an estimated $2K.
Janiczek Wealth Management first reported a position in Prudential in Q2 2020 and held it in 1 quarter.
Janiczek Wealth Management's Prudential position peaked at $2K in Q2 2020.
170 funds tracked by Wall St. Rank held Prudential as of Q3 2020.

Based on Janiczek Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.