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Wealthcare Advisory Partners’s Prudential PUK Stock Holding History

Wealthcare Advisory Partners’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
-163
Closed -$7K – 1530
2021
Q1 		$7K Buy
+163
New +$6.21K ﹤0.01% 1564

Other funds holding PUK

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Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthcare Advisory Partners's PUK Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Prudential (PUK) in Q2 2021, closing a stake of 163 shares — an estimated $7K sold.

Wealthcare Advisory Partners first reported a position in PUK in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 181 funds tracked by Wall St. Rank hold PUK as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Prudential position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 163 Prudential shares in Q2 2021, an estimated $7K.
  • Wealthcare Advisory Partners first reported a position in Prudential in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Prudential position peaked at $7K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held Prudential as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.