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Kestra Private Wealth Services’s Prudential PUK Stock Holding History

Kestra Private Wealth Services’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
Q3 		– Sell
-7,231
Closed -$205K – 1204
2023
Q2 		$205K Buy
+7,231
New +$207K 0.01% 959

Other funds holding PUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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 $544B AUM 28.31% 1-Year Est. Return

Kestra Private Wealth Services's PUK Position: Q3 2023 in Review

Kestra Private Wealth Services sold out of Prudential (PUK) in Q3 2023, closing a stake of 7,231 shares — an estimated $205K sold.

Kestra Private Wealth Services first reported a position in PUK in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 167 funds tracked by Wall St. Rank hold PUK as of Q3 2023.

  • Kestra Private Wealth Services reported no remaining Prudential position as of Q3 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,231 Prudential shares in Q3 2023, an estimated $205K.
  • Kestra Private Wealth Services first reported a position in Prudential in Q2 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's Prudential position peaked at $205K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held Prudential as of Q3 2023.

Based on Kestra Private Wealth Services's 13F filing for Q3 2023, filed 8 Nov 2023.