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NBC Securities’s Prudential PUK Stock Holding History

NBC Securities’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
2024
Q4 		– Sell
-242
Closed -$4K – 1869
2024
Q3 		$4K Hold
242
– – ﹤0.01% 1941
2024
Q2 		$4K Buy
242
+74
+44% +$1.4K ﹤0.01% 1902
2024
Q1 		$3K Hold
168
– – ﹤0.01% 1959
2023
Q4 		$3K Buy
168
+6
+4% +$131 ﹤0.01% 1968
2023
Q3 		$3K Buy
+162
New +$4.1K ﹤0.01% 1962

Other funds holding PUK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $753M AUM 48.26% 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

NBC Securities's PUK Position: Q4 2024 in Review

NBC Securities sold out of Prudential (PUK) in Q4 2024, closing a stake of 242 shares — an estimated $4K sold.

NBC Securities first reported a position in PUK in Q3 2023 and held it in 5 quarters. The position peaked at $4K in Q3 2024. 168 funds tracked by Wall St. Rank hold PUK as of Q4 2024.

  • NBC Securities reported no remaining Prudential position as of Q4 2024 after selling out during the quarter.
  • NBC Securities sold 242 Prudential shares in Q4 2024, an estimated $4K.
  • NBC Securities first reported a position in Prudential in Q3 2023 and held it in 5 quarters.
  • NBC Securities's Prudential position peaked at $4K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Prudential as of Q4 2024.

Based on NBC Securities's 13F filing for Q4 2024, filed 22 Jan 2025.