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20/20 Capital Management’s Prudential Financial PRU Stock Holding History

20/20 Capital Management’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
2021
Q2 		$350K Hold
3,412
– – 0.09% 124
2021
Q1 		$311K Hold
3,412
– – 0.09% 129
2020
Q4 		$274K Hold
3,412
– – 0.08% 142
2020
Q3 		$217K Hold
3,412
– – 0.08% 137
2020
Q2 		$232K Sell
3,412
-165
-5% -$9.69K 0.09% 125
2020
Q1 		$203K Hold
3,577
– – 0.09% 134
2019
Q4 		$341K Buy
+3,577
New +$328K 0.14% 110

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

20/20 Capital Management's PRU Position: Q2 2021 in Review

20/20 Capital Management held its Prudential Financial (PRU) position steady in Q2 2021 at 3,412 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #124.

20/20 Capital Management first reported a position in PRU in Q4 2019 and has held it in 7 quarters since. 1,072 funds tracked by Wall St. Rank hold PRU as of Q2 2021.

  • 20/20 Capital Management held 3,412 shares of Prudential Financial worth $350K as of Q2 2021.
  • 20/20 Capital Management left its Prudential Financial share count unchanged in Q2 2021.
  • Prudential Financial made up 0.09% of 20/20 Capital Management's portfolio in Q2 2021, its #124 holding.
  • 20/20 Capital Management first reported a position in Prudential Financial in Q4 2019 and has held it in 7 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.