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TD Ameritrade Investment Management’s Prudential PUK Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-113
Closed -$3K – 365
2023
Q2 		$3K Hold
113
– – ﹤0.01% 430
2023
Q1 		$3K Sell
113
-198
-64% -$5.95K ﹤0.01% 457
2022
Q4 		$9K Sell
311
-335
-52% -$7.66K ﹤0.01% 397
2022
Q3 		$13K Sell
646
-91
-12% -$2.08K ﹤0.01% 361
2022
Q2 		$19K Sell
737
-251
-25% -$6.45K ﹤0.01% 386
2022
Q1 		$29K Sell
988
-147
-13% -$4.69K ﹤0.01% 396
2021
Q4 		$39K Sell
1,135
-300
-21% -$11.4K ﹤0.01% 373
2021
Q3 		$41K Buy
1,435
+268
+23% +$10.4K ﹤0.01% 347
2021
Q2 		$43K Sell
1,167
-256
-18% -$10.5K ﹤0.01% 355
2021
Q1 		$51K Hold
1,423
– – ﹤0.01% 333
2020
Q4 		$51K Sell
1,423
-56
-4% -$1.72K ﹤0.01% 333
2020
Q3 		$41K Buy
1,479
+248
+20% +$7.42K ﹤0.01% 347
2020
Q2 		$36K Sell
1,231
-27
-2% -$714 ﹤0.01% 346
2020
Q1 		$30K Sell
1,258
-622
-33% -$19.8K ﹤0.01% 334
2019
Q4 		$69K Buy
1,880
+383
+26% +$13.5K ﹤0.01% 284
2019
Q3 		$53K Buy
1,497
+204
+16% +$7.58K ﹤0.01% 282
2019
Q2 		$55K Buy
1,293
+98
+8% +$4.08K ﹤0.01% 252
2019
Q1 		$47K Sell
1,195
-106
-8% -$4.09K ﹤0.01% 249
2018
Q4 		$45K Buy
1,301
+380
+41% +$14.5K ﹤0.01% 234
2018
Q3 		$41K Buy
921
+870
+1,706% +$38.5K ﹤0.01% 220
2018
Q2 		$2K Buy
+51
New +$2.49K ﹤0.01% 370

Other funds holding PUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Ameritrade Investment Management's PUK Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Prudential (PUK) in Q3 2023, closing a stake of 113 shares — an estimated $3K sold.

TD Ameritrade Investment Management first reported a position in PUK in Q2 2018 and held it in 21 quarters. The position peaked at $69K in Q4 2019. 168 funds tracked by Wall St. Rank hold PUK as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Prudential position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 113 Prudential shares in Q3 2023, an estimated $3K.
  • TD Ameritrade Investment Management first reported a position in Prudential in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Prudential position peaked at $69K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Prudential as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.