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Bel Air Investment Advisors’s Prudential Financial PRU Stock Holding History

Bel Air Investment 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
2021
Q2 		– Sell
-2,446
Closed -$223K – 464
2021
Q1 		$223K Buy
+2,446
New +$209K 0.01% 383

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bel Air Investment Advisors's PRU Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Prudential Financial (PRU) in Q2 2021, closing a stake of 2,446 shares — an estimated $223K sold.

Bel Air Investment Advisors first reported a position in PRU in Q1 2021 and held it in 1 quarter. The position peaked at $223K in Q1 2021. 1,071 funds tracked by Wall St. Rank hold PRU as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Prudential Financial position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 2,446 Prudential Financial shares in Q2 2021, an estimated $223K.
  • Bel Air Investment Advisors first reported a position in Prudential Financial in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Prudential Financial position peaked at $223K in Q1 2021.
  • 1,071 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.