Accuvest Global Advisors’s Prudential Financial PRU Stock Holding History

Accuvest Global 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
2019 Q4	–	Sell	-138	Closed	-$12K	–	81
2019 Q3	$12K	Sell	138 -3,942	-97%	-$357K	0.02%	61
2019 Q2	$412K	Sell	4,080 -1,196	-23%	-$119K	0.24%	65
2019 Q1	$485K	Buy	5,276 +481	+10%	+$44.3K	0.26%	85
2018 Q4	$391K	Buy	+4,795	New	+$442K	0.2%	84
2016 Q3	–	Sell	-4,465	Closed	-$319K	–	69
2016 Q2	$319K	Hold	4,465	–	–	0.19%	55
2016 Q1	$322K	Hold	4,465	–	–	0.16%	57
2015 Q4	$363K	Hold	4,465	–	–	0.16%	55
2015 Q3	$340K	Buy	+4,465	New	+$375K	0.16%	52

Other funds holding PRU

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Accuvest Global Advisors's PRU Position: Q4 2019 in Review

Accuvest Global Advisors sold out of Prudential Financial (PRU) in Q4 2019, closing a stake of 138 shares — an estimated $12K sold.

Accuvest Global Advisors first reported a position in PRU in Q3 2015 and held it in 8 quarters. The position peaked at $485K in Q1 2019. 1,034 funds tracked by Wall St. Rank hold PRU as of Q4 2019.

Accuvest Global Advisors reported no remaining Prudential Financial position as of Q4 2019 after selling out during the quarter.
Accuvest Global Advisors sold 138 Prudential Financial shares in Q4 2019, an estimated $12K.
Accuvest Global Advisors first reported a position in Prudential Financial in Q3 2015 and held it in 8 quarters.
Accuvest Global Advisors's Prudential Financial position peaked at $485K in Q1 2019.
1,034 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2019.

Based on Accuvest Global Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.