WealthShield Partners’s Prudential PUK Stock Holding History

WealthShield 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	-127	Closed	-$5K	–	1061
2021 Q1	$5K	Buy	+127	New	+$4.84K	﹤0.01%	968

Other funds holding PUK

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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WealthShield Partners's PUK Position: Q2 2021 in Review

WealthShield Partners sold out of Prudential (PUK) in Q2 2021, closing a stake of 127 shares — an estimated $5K sold.

WealthShield Partners first reported a position in PUK in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 181 funds tracked by Wall St. Rank hold PUK as of Q2 2021.

WealthShield Partners reported no remaining Prudential position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 127 Prudential shares in Q2 2021, an estimated $5K.
WealthShield Partners first reported a position in Prudential in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Prudential position peaked at $5K in Q1 2021.
181 funds tracked by Wall St. Rank held Prudential as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.