180 Wealth Advisors’s Prudential Financial PRU Stock Holding History

180 Wealth Advisors’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-5,853	Closed	-$273K	–	274
2020 Q1	$273K	Buy	5,853 +1,773	+43%	+$141K	0.14%	163
2019 Q4	$385K	Buy	+4,080	New	+$375K	0.15%	162

Other funds holding PRU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

180 Wealth Advisors's PRU Position: Q2 2020 in Review

180 Wealth Advisors sold out of Prudential Financial (PRU) in Q2 2020, closing a stake of 5,853 shares — an estimated $273K sold.

180 Wealth Advisors first reported a position in PRU in Q4 2019 and held it in 2 quarters. The position peaked at $385K in Q4 2019. 902 funds tracked by Wall St. Rank hold PRU as of Q2 2020.

180 Wealth Advisors reported no remaining Prudential Financial position as of Q2 2020 after selling out during the quarter.
180 Wealth Advisors sold 5,853 Prudential Financial shares in Q2 2020, an estimated $273K.
180 Wealth Advisors first reported a position in Prudential Financial in Q4 2019 and held it in 2 quarters.
180 Wealth Advisors's Prudential Financial position peaked at $385K in Q4 2019.
902 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2020.

Based on 180 Wealth Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.