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Bernardo Wealth Planning’s Prudential Financial PRU Stock Holding History

Bernardo Wealth Planning’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
-2,332
Closed -$209K – 168
2019
Q3 		$209K Buy
+2,332
New +$211K 0.15% 146

Other funds holding PRU

Vanguard Group
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bernardo Wealth Planning's PRU Position: Q4 2019 in Review

Bernardo Wealth Planning sold out of Prudential Financial (PRU) in Q4 2019, closing a stake of 2,332 shares — an estimated $209K sold.

Bernardo Wealth Planning first reported a position in PRU in Q3 2019 and held it in 1 quarter. The position peaked at $209K in Q3 2019. 1,034 funds tracked by Wall St. Rank hold PRU as of Q4 2019.

  • Bernardo Wealth Planning reported no remaining Prudential Financial position as of Q4 2019 after selling out during the quarter.
  • Bernardo Wealth Planning sold 2,332 Prudential Financial shares in Q4 2019, an estimated $209K.
  • Bernardo Wealth Planning first reported a position in Prudential Financial in Q3 2019 and held it in 1 quarter.
  • Bernardo Wealth Planning's Prudential Financial position peaked at $209K in Q3 2019.
  • 1,034 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2019.

Based on Bernardo Wealth Planning's 13F filing for Q4 2019, filed 10 Feb 2020.