U.S. Capital Wealth Advisors’s Prudential PUK Stock Holding History

U.S. Capital Wealth 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 Q2	–	Sell	-45,015	Closed	-$1.33M	–	725
2022 Q1	$1.33M	Sell	45,015 -2,545	-5%	-$81.3K	0.05%	341
2021 Q4	$1.64M	Sell	47,560 -567	-1%	-$21.5K	0.06%	298
2021 Q3	$1.89M	Buy	+48,127	New	+$1.86M	0.08%	258

Other funds holding PUK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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 New York $544B AUM 28.31% 1-Year Est. Return

U.S. Capital Wealth Advisors's PUK Position: Q2 2022 in Review

U.S. Capital Wealth Advisors sold out of Prudential (PUK) in Q2 2022, closing a stake of 45,015 shares — an estimated $1.33M sold.

U.S. Capital Wealth Advisors first reported a position in PUK in Q3 2021 and held it in 3 quarters. The position peaked at $1.89M in Q3 2021. 167 funds tracked by Wall St. Rank hold PUK as of Q2 2022.

U.S. Capital Wealth Advisors reported no remaining Prudential position as of Q2 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 45,015 Prudential shares in Q2 2022, an estimated $1.33M.
U.S. Capital Wealth Advisors first reported a position in Prudential in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Prudential position peaked at $1.89M in Q3 2021.
167 funds tracked by Wall St. Rank held Prudential as of Q2 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.