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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 – 2173
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 $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sowell Financial Services's PUK Position: Q2 2021 in Review

Sowell Financial Services sold out of Prudential (PUK) in Q2 2021, closing a stake of 198 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in PUK in Q3 2019 and held it in 7 quarters. The position peaked at $18K in Q4 2019. 182 funds tracked by Wall St. Rank hold PUK as of Q2 2021.

  • Sowell Financial Services reported no remaining Prudential position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 198 Prudential shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Prudential in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Prudential position peaked at $18K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Prudential as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.