Newbridge Financial Services Group’s Prudential PUK Stock Holding History

Newbridge Financial Services Group’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	-224	Closed	-$6.34K	–	1383
2023 Q2	$6.34K	Hold	224	–	–	﹤0.01%	967
2023 Q1	$6.12K	Hold	224	–	–	﹤0.01%	1018
2022 Q4	$6.16K	Hold	224	–	–	﹤0.01%	1022
2022 Q3	$4K	Hold	224	–	–	﹤0.01%	1093
2022 Q2	$6K	Hold	224	–	–	﹤0.01%	982
2022 Q1	$7K	Hold	224	–	–	﹤0.01%	1029
2021 Q4	$8K	Hold	224	–	–	﹤0.01%	974
2021 Q3	$9K	Buy	+224	New	+$8.66K	0.01%	907

Other funds holding PUK

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Newbridge Financial Services Group's PUK Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Prudential (PUK) in Q3 2023, closing a stake of 224 shares — an estimated $6.34K sold.

Newbridge Financial Services Group first reported a position in PUK in Q3 2021 and held it in 8 quarters. The position peaked at $9K in Q3 2021. 167 funds tracked by Wall St. Rank hold PUK as of Q3 2023.

Newbridge Financial Services Group reported no remaining Prudential position as of Q3 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 224 Prudential shares in Q3 2023, an estimated $6.34K.
Newbridge Financial Services Group first reported a position in Prudential in Q3 2021 and held it in 8 quarters.
Newbridge Financial Services Group's Prudential position peaked at $9K in Q3 2021.
167 funds tracked by Wall St. Rank held Prudential as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.