MBM Wealth Consultants’s Prudential PUK Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-33	Closed	-$1K	–	328
2022 Q4	$1K	Buy	+33	New	+$754	﹤0.01%	331

Other funds holding PUK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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 New York $544B AUM 28.31% 1-Year Est. Return

MBM Wealth Consultants's PUK Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Prudential (PUK) in Q1 2023, closing a stake of 33 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in PUK in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 166 funds tracked by Wall St. Rank hold PUK as of Q1 2023.

MBM Wealth Consultants reported no remaining Prudential position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 33 Prudential shares in Q1 2023, an estimated $1K.
MBM Wealth Consultants first reported a position in Prudential in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's Prudential position peaked at $1K in Q4 2022.
166 funds tracked by Wall St. Rank held Prudential as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.