Paladin Wealth’s Prudential PUK Stock Holding History

Paladin Wealth’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	-485	Closed	-$8.99K	–	190
2024 Q3	$8.99K	Buy	+485	New	+$8.47K	0.01%	188

Other funds holding PUK

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

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 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ABC Arbitrage Paris, France $753M AUM 48.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Paladin Wealth's PUK Position: Q4 2024 in Review

Paladin Wealth sold out of Prudential (PUK) in Q4 2024, closing a stake of 485 shares — an estimated $8.99K sold.

Paladin Wealth first reported a position in PUK in Q3 2024 and held it in 1 quarter. The position peaked at $8.99K in Q3 2024. 168 funds tracked by Wall St. Rank hold PUK as of Q4 2024.

Paladin Wealth reported no remaining Prudential position as of Q4 2024 after selling out during the quarter.
Paladin Wealth sold 485 Prudential shares in Q4 2024, an estimated $8.99K.
Paladin Wealth first reported a position in Prudential in Q3 2024 and held it in 1 quarter.
Paladin Wealth's Prudential position peaked at $8.99K in Q3 2024.
168 funds tracked by Wall St. Rank held Prudential as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.