Snowden Capital Advisors’s Prudential PUK Stock Holding History

Snowden Capital 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 Q1	–	Sell	-301	Closed	-$10K	–	1818
2021 Q4	$10K	Sell	301 -5,386	-95%	-$204K	﹤0.01%	1525
2021 Q3	$223K	Buy	5,687 +224	+4%	+$8.66K	0.01%	806
2021 Q2	$202K	Buy	5,463 +566	+12%	+$23.2K	0.01%	839
2021 Q1	$203K	Buy	+4,897	New	+$186K	0.01%	760

Other funds holding PUK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Snowden Capital Advisors's PUK Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Prudential (PUK) in Q1 2022, closing a stake of 301 shares — an estimated $10K sold.

Snowden Capital Advisors first reported a position in PUK in Q1 2021 and held it in 4 quarters. The position peaked at $223K in Q3 2021. 171 funds tracked by Wall St. Rank hold PUK as of Q1 2022.

Snowden Capital Advisors reported no remaining Prudential position as of Q1 2022 after selling out during the quarter.
Snowden Capital Advisors sold 301 Prudential shares in Q1 2022, an estimated $10K.
Snowden Capital Advisors first reported a position in Prudential in Q1 2021 and held it in 4 quarters.
Snowden Capital Advisors's Prudential position peaked at $223K in Q3 2021.
171 funds tracked by Wall St. Rank held Prudential as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.