Liberty Wealth Management’s Prudential PUK Stock Holding History

Liberty 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
2021 Q4	–	Sell	-8	Closed	–	–	861
2021 Q3	$0	Buy	8 +4	+100%	+$155	﹤0.01%	1225
2021 Q2	$0	Buy	+4	New	+$164	﹤0.01%	1157
2020 Q3	–	Sell	-52	Closed	-$3K	–	930
2020 Q2	$3K	Sell	52 -181	-78%	-$4.79K	﹤0.01%	703
2020 Q1	$6K	Buy	+233	New	+$7.42K	0.01%	553

Other funds holding PUK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Liberty Wealth Management's PUK Position: Q4 2021 in Review

Liberty Wealth Management sold out of Prudential (PUK) in Q4 2021, closing a stake of 8 shares.

Liberty Wealth Management first reported a position in PUK in Q1 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2020. 186 funds tracked by Wall St. Rank hold PUK as of Q4 2021.

Liberty Wealth Management reported no remaining Prudential position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 8 Prudential shares in Q4 2021.
Liberty Wealth Management first reported a position in Prudential in Q1 2020 and held it in 4 quarters.
Liberty Wealth Management's Prudential position peaked at $6K in Q1 2020.
186 funds tracked by Wall St. Rank held Prudential as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.