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Schechter Investment Advisors’s Prudential PUK Stock Holding History

Schechter 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
2022
Q3 		– Sell
-14,183
Closed -$357K – 980
2022
Q2 		$357K Buy
14,183
+2,955
+26% +$75.9K 0.03% 640
2022
Q1 		$332K Sell
11,228
-502
-4% -$16K 0.03% 668
2021
Q4 		$404K Buy
+11,730
New +$445K 0.04% 580

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 $5.72T AUM 30.48% 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 $544B AUM 28.31% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

Schechter Investment Advisors's PUK Position: Q3 2022 in Review

Schechter Investment Advisors sold out of Prudential (PUK) in Q3 2022, closing a stake of 14,183 shares — an estimated $357K sold.

Schechter Investment Advisors first reported a position in PUK in Q4 2021 and held it in 3 quarters. The position peaked at $404K in Q4 2021. 142 funds tracked by Wall St. Rank hold PUK as of Q3 2022.

  • Schechter Investment Advisors reported no remaining Prudential position as of Q3 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 14,183 Prudential shares in Q3 2022, an estimated $357K.
  • Schechter Investment Advisors first reported a position in Prudential in Q4 2021 and held it in 3 quarters.
  • Schechter Investment Advisors's Prudential position peaked at $404K in Q4 2021.
  • 142 funds tracked by Wall St. Rank held Prudential as of Q3 2022.

Based on Schechter Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.