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PUK icon

TCWP’s Prudential PUK Stock Holding History

TCWP’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
Q2 		– Sell
-355
Closed -$10K – 1371
2022
Q1 		$10K Buy
+355
New +$11.3K ﹤0.01% 891

Other funds holding PUK

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCWP's PUK Position: Q2 2022 in Review

TCWP sold out of Prudential (PUK) in Q2 2022, closing a stake of 355 shares — an estimated $10K sold.

TCWP first reported a position in PUK in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 167 funds tracked by Wall St. Rank hold PUK as of Q2 2022.

  • TCWP reported no remaining Prudential position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 355 Prudential shares in Q2 2022, an estimated $10K.
  • TCWP first reported a position in Prudential in Q1 2022 and held it in 1 quarter.
  • TCWP's Prudential position peaked at $10K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held Prudential as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.