SFS
PUK icon

Sowell Financial Services’s Prudential PUK Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-198
Closed -$8K – 2175
2021
Q1 		$8K Sell
198
-22
-10% -$838 ﹤0.01% 2417
2020
Q4 		$8K Sell
220
-55
-20% -$1.69K ﹤0.01% 2123
2020
Q3 		$8K Hold
275
– – ﹤0.01% 1880
2020
Q2 		$8K Hold
275
– – ﹤0.01% 1773
2020
Q1 		$7K Sell
275
-222
-45% -$7.07K ﹤0.01% 1727
2019
Q4 		$18K Buy
497
+120
+32% +$4.23K ﹤0.01% 1476
2019
Q3 		$13K Buy
+377
New +$14K ﹤0.01% 1447

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return