NFG
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Next Financial Group’s Prudential PUK Stock Holding History

Next Financial 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
2021
Q4 		$2K Buy
62
+15
+32% +$569 ﹤0.01% 2638
2021
Q3 		$2K Hold
47
– – ﹤0.01% 2515
2021
Q2 		$2K Sell
47
-9
-16% -$369 ﹤0.01% 2442
2021
Q1 		$2K Buy
56
+1
+2% +$38 ﹤0.01% 2329
2020
Q4 		$2K Buy
+55
New +$1.69K ﹤0.01% 2207
2019
Q4 		– Sell
-37
Closed -$1K – 2506
2019
Q3 		$1K Hold
37
– – ﹤0.01% 2253
2019
Q2 		$2K Hold
37
– – ﹤0.01% 2141
2019
Q1 		$1K Hold
37
– – ﹤0.01% 1578
2018
Q4 		$1K Buy
+37
New +$1.41K ﹤0.01% 1876
2017
Q4 		– Sell
-554
Closed -$26K – 1114
2017
Q3 		$26K Sell
554
-12,715
-96% -$581K 0.01% 895
2017
Q2 		$592K Buy
13,269
+447
+3% +$19.3K 0.14% 158
2017
Q1 		$552K Buy
12,822
+1,124
+10% +$44.2K 0.15% 146
2016
Q4 		$451K Buy
11,698
+3,726
+47% +$134K 0.08% 281
2016
Q3 		$276K Buy
7,972
+4,058
+104% +$140K 0.05% 371
2016
Q2 		$129K Buy
3,914
+1,959
+100% +$72.1K 0.04% 395
2016
Q1 		$70K Hold
1,955
– – 0.02% 527
2015
Q4 		$85K Buy
1,955
+55
+3% +$2.45K 0.03% 465
2015
Q3 		$77K Hold
1,900
– – 0.03% 511
2015
Q2 		$89K Buy
1,900
+405
+27% +$19.7K 0.03% 505
2015
Q1 		$72K Hold
1,495
– – 0.02% 567
2014
Q4 		$67K Sell
1,495
-206
-12% -$9.18K 0.02% 565
2014
Q3 		$73K Buy
+1,701
New +$77.2K 0.01% 775

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's PUK Position: Q4 2021 in Review

Next Financial Group increased its Prudential (PUK) stake by 32% in Q4 2021, buying an estimated $569 and bringing the position to 62 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Next Financial Group first reported a position in PUK in Q3 2014 and has held it in 22 quarters since. The position peaked at $592K in Q2 2017. 186 funds tracked by Wall St. Rank hold PUK as of Q4 2021.

  • Next Financial Group held 62 shares of Prudential worth $2K as of Q4 2021.
  • Next Financial Group bought 15 Prudential shares in Q4 2021, an estimated $569.
  • Prudential made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2638 holding.
  • Next Financial Group first reported a position in Prudential in Q3 2014 and has held it in 22 quarters since.
  • Next Financial Group's Prudential position peaked at $592K in Q2 2017.
  • 186 funds tracked by Wall St. Rank held Prudential as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.