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Regal Investment Advisors’s Prudential PUK Stock Holding History

Regal Investment Advisors’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
-8,354
Closed -$237K – 525
2023
Q2 		$237K Hold
8,354
– – 0.02% 452
2023
Q1 		$228K Hold
8,354
– – 0.02% 454
2022
Q4 		$230K Buy
+8,354
New +$191K 0.02% 428
2022
Q3 		– Sell
-8,374
Closed -$210K – 523
2022
Q2 		$210K Hold
8,374
– – 0.02% 453
2022
Q1 		$248K Buy
8,374
+20
+0.2% +$639 0.02% 457
2021
Q4 		$288K Hold
8,354
– – 0.03% 437
2021
Q3 		$327K Sell
8,354
-259
-3% -$10K 0.03% 400
2021
Q2 		$318K Buy
+8,613
New +$353K 0.03% 406

Other funds holding PUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Northern Trust
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regal Investment Advisors's PUK Position: Q3 2023 in Review

Regal Investment Advisors sold out of Prudential (PUK) in Q3 2023, closing a stake of 8,354 shares — an estimated $237K sold.

Regal Investment Advisors first reported a position in PUK in Q2 2021 and held it in 8 quarters. The position peaked at $327K in Q3 2021. 167 funds tracked by Wall St. Rank hold PUK as of Q3 2023.

  • Regal Investment Advisors reported no remaining Prudential position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 8,354 Prudential shares in Q3 2023, an estimated $237K.
  • Regal Investment Advisors first reported a position in Prudential in Q2 2021 and held it in 8 quarters.
  • Regal Investment Advisors's Prudential position peaked at $327K in Q3 2021.
  • 167 funds tracked by Wall St. Rank held Prudential as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.