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Atlas Private Wealth Management’s Prudential Financial PRU Stock Holding History

Atlas Private Wealth 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
2020
Q3 		– Sell
-162
Closed -$10K – 455
2020
Q2 		$10K Sell
162
-120
-43% -$7.04K 0.01% 328
2020
Q1 		$15K Hold
282
– – 0.01% 277
2019
Q4 		$26K Buy
+282
New +$25.9K 0.02% 263

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Atlas Private Wealth Management's PRU Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Prudential Financial (PRU) in Q3 2020, closing a stake of 162 shares — an estimated $10K sold.

Atlas Private Wealth Management first reported a position in PRU in Q4 2019 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 918 funds tracked by Wall St. Rank hold PRU as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Prudential Financial position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 162 Prudential Financial shares in Q3 2020, an estimated $10K.
  • Atlas Private Wealth Management first reported a position in Prudential Financial in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's Prudential Financial position peaked at $26K in Q4 2019.
  • 918 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.