WAG
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Wiser Advisor Group’s Prudential PUK Stock Holding History

Wiser Advisor Group’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
2024
Q3 		– Sell
-82
Closed -$1.5K – 280
2024
Q2 		$1.5K Buy
82
+1
+1% +$19 ﹤0.01% 274
2024
Q1 		$1.56K Sell
81
-8
-9% -$165 ﹤0.01% 276
2023
Q4 		$2K Buy
+89
New +$1.95K ﹤0.01% 266

Other funds holding PUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wiser Advisor Group's PUK Position: Q3 2024 in Review

Wiser Advisor Group sold out of Prudential (PUK) in Q3 2024, closing a stake of 82 shares — an estimated $1.5K sold.

Wiser Advisor Group first reported a position in PUK in Q4 2023 and held it in 3 quarters. The position peaked at $2K in Q4 2023. 186 funds tracked by Wall St. Rank hold PUK as of Q3 2024.

  • Wiser Advisor Group reported no remaining Prudential position as of Q3 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 82 Prudential shares in Q3 2024, an estimated $1.5K.
  • Wiser Advisor Group first reported a position in Prudential in Q4 2023 and held it in 3 quarters.
  • Wiser Advisor Group's Prudential position peaked at $2K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Prudential as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.