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Beacon Pointe Wealth Advisors’s Prudential Financial PRU Stock Holding History

Beacon Pointe 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
2019
Q3 		– Sell
-2,080
Closed -$209K – 286
2019
Q2 		$209K Buy
+2,080
New +$207K 0.04% 250

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Beacon Pointe Wealth Advisors's PRU Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 2,080 shares — an estimated $209K sold.

Beacon Pointe Wealth Advisors first reported a position in PRU in Q2 2019 and held it in 1 quarter. The position peaked at $209K in Q2 2019. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 2,080 Prudential Financial shares in Q3 2019, an estimated $209K.
  • Beacon Pointe Wealth Advisors first reported a position in Prudential Financial in Q2 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's Prudential Financial position peaked at $209K in Q2 2019.
  • 955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.