JPLA
PUK icon

Joseph P. Lucia & Associates’s Prudential PUK Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-38
Closed -$2K – 611
2021
Q1 		$2K Buy
+38
New +$1.45K ﹤0.01% 504

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Joseph P. Lucia & Associates's PUK Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of Prudential (PUK) in Q2 2021, closing a stake of 38 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in PUK in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 181 funds tracked by Wall St. Rank hold PUK as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining Prudential position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 38 Prudential shares in Q2 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Prudential in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Prudential position peaked at $2K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held Prudential as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.