Prestige Wealth Management Group’s Prudential PUK Stock Holding History

Prestige Wealth Management 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
2022 Q2	–	Sell	-73	Closed	-$2K	–	1048
2022 Q1	$2K	Hold	73	–	–	﹤0.01%	801
2021 Q4	$3K	Hold	73	–	–	﹤0.01%	739
2021 Q3	$3K	Sell	73 -2	-3%	-$77	﹤0.01%	750
2021 Q2	$3K	Hold	75	–	–	﹤0.01%	744
2021 Q1	$3K	Hold	75	–	–	﹤0.01%	734
2020 Q4	$3K	Hold	75	–	–	﹤0.01%	703
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	696
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	688
2020 Q1	$2K	Buy	+75	New	+$2.39K	﹤0.01%	662
2019 Q1	–	Sell	-129	Closed	-$4K	–	971
2018 Q4	$4K	Buy	+129	New	+$4.93K	﹤0.01%	665

Other funds holding PUK

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

BlackRock New York $5.72T AUM 30.48% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prestige Wealth Management Group's PUK Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of Prudential (PUK) in Q2 2022, closing a stake of 73 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in PUK in Q4 2018 and held it in 10 quarters. The position peaked at $4K in Q4 2018. 167 funds tracked by Wall St. Rank hold PUK as of Q2 2022.

Prestige Wealth Management Group reported no remaining Prudential position as of Q2 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 73 Prudential shares in Q2 2022, an estimated $2K.
Prestige Wealth Management Group first reported a position in Prudential in Q4 2018 and held it in 10 quarters.
Prestige Wealth Management Group's Prudential position peaked at $4K in Q4 2018.
167 funds tracked by Wall St. Rank held Prudential as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.