Washington Trust Advisors’s Prudential PUK Stock Holding History

Washington Trust 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 Q4	–	Sell	-372	Closed	-$7K	–	862
2022 Q3	$7K	Buy	372 +249	+202%	+$5.71K	﹤0.01%	660
2022 Q2	$3K	Sell	123 -159	-56%	-$4.08K	﹤0.01%	835
2022 Q1	$8K	Hold	282	–	–	﹤0.01%	742
2021 Q4	$10K	Buy	+282	New	+$10.7K	﹤0.01%	736

Other funds holding PUK

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Washington Trust Advisors's PUK Position: Q4 2022 in Review

Washington Trust Advisors sold out of Prudential (PUK) in Q4 2022, closing a stake of 372 shares — an estimated $7K sold.

Washington Trust Advisors first reported a position in PUK in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 164 funds tracked by Wall St. Rank hold PUK as of Q4 2022.

Washington Trust Advisors reported no remaining Prudential position as of Q4 2022 after selling out during the quarter.
Washington Trust Advisors sold 372 Prudential shares in Q4 2022, an estimated $7K.
Washington Trust Advisors first reported a position in Prudential in Q4 2021 and held it in 4 quarters.
Washington Trust Advisors's Prudential position peaked at $10K in Q4 2021.
164 funds tracked by Wall St. Rank held Prudential as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.