Wipfli Financial Advisors’s Prudential PUK Stock Holding History

Wipfli Financial 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 Q3	$24K	Buy	+1,188	New	+$27.2K	﹤0.01%	1498

Other funds holding PUK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

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

CQS

Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

Wipfli Financial Advisors's PUK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Prudential (PUK) in Q3 2022: 1,188 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings.

142 funds tracked by Wall St. Rank hold PUK as of Q3 2022.

Wipfli Financial Advisors held 1,188 shares of Prudential worth $24K as of Q3 2022.
Prudential was a new Wipfli Financial Advisors position in Q3 2022.
Prudential made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1498 holding.
142 funds tracked by Wall St. Rank held Prudential as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.