KPW
PUK icon

Kore Private Wealth’s Prudential PUK Stock Holding History

Kore Private Wealth’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
-39
Closed -$1K – 874
2020
Q2 		$1K Sell
39
-106
-73% -$2.8K ﹤0.01% 1122
2020
Q1 		$3K Sell
145
-68
-32% -$2.17K ﹤0.01% 886
2019
Q4 		$8K Buy
+213
New +$7.51K ﹤0.01% 794

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
JP Morgan Chase New York $1.56T AUM 27.86% 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
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Kore Private Wealth's PUK Position: Q3 2020 in Review

Kore Private Wealth sold out of Prudential (PUK) in Q3 2020, closing a stake of 39 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in PUK in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 170 funds tracked by Wall St. Rank hold PUK as of Q3 2020.

  • Kore Private Wealth reported no remaining Prudential position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 39 Prudential shares in Q3 2020, an estimated $1K.
  • Kore Private Wealth first reported a position in Prudential in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Prudential position peaked at $8K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held Prudential as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.