Alterna Wealth Management’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-5,657
Closed -$612K 282
2018
Q4
$612K Buy
+5,657
New +$521K 0.1% 147

Other funds holding PRU

Alterna Wealth Management's PRU Position: Q1 2019 in Review

Alterna Wealth Management sold out of Prudential Financial (PRU) in Q1 2019, closing a stake of 5,657 shares — an estimated $612K sold.

Alterna Wealth Management first reported a position in PRU in Q4 2018 and held it in 1 quarter. The position peaked at $612K in Q4 2018. 1,001 funds tracked by Wall St. Rank hold PRU as of Q1 2019.

  • Alterna Wealth Management reported no remaining Prudential Financial position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 5,657 Prudential Financial shares in Q1 2019, an estimated $612K.
  • Alterna Wealth Management first reported a position in Prudential Financial in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Prudential Financial position peaked at $612K in Q4 2018.
  • 1,001 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.