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Patriot Financial Group Insurance Agency’s Prudential PUK Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-136
Closed -$3K – 1564
2022
Q2 		$3K Sell
136
-266
-66% -$6.83K ﹤0.01% 1668
2022
Q1 		$12K Sell
402
-256
-39% -$8.17K ﹤0.01% 1295
2021
Q4 		$23K Buy
658
+7
+1% +$266 ﹤0.01% 1167
2021
Q3 		$26K Buy
651
+55
+9% +$2.13K ﹤0.01% 1097
2021
Q2 		$22K Sell
596
-72
-11% -$2.95K ﹤0.01% 1138
2021
Q1 		$28K Buy
668
+99
+17% +$3.77K 0.01% 973
2020
Q4 		$20K Sell
569
-29
-5% -$890 0.01% 973
2020
Q3 		$17K Hold
598
– – 0.01% 863
2020
Q2 		$18K Sell
598
-56
-9% -$1.48K 0.01% 785
2020
Q1 		$16K Buy
654
+512
+361% +$16.3K 0.01% 723
2019
Q4 		$5K Sell
142
-17
-11% -$600 ﹤0.01% 985
2019
Q3 		$6K Buy
159
+11
+7% +$409 ﹤0.01% 901
2019
Q2 		$6K Sell
148
-38
-20% -$1.58K ﹤0.01% 906
2019
Q1 		$7K Buy
+186
New +$7.18K ﹤0.01% 780

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PUK Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Prudential (PUK) in Q3 2022, closing a stake of 136 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in PUK in Q1 2019 and held it in 14 quarters. The position peaked at $28K in Q1 2021. 143 funds tracked by Wall St. Rank hold PUK as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Prudential position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 136 Prudential shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Prudential in Q1 2019 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's Prudential position peaked at $28K in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Prudential as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.