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BCWM
Blue Chip Wealth Management’s
Prudential Financial
PRU
Stock Holding History
Blue Chip Wealth Management’s Portfolio
PRU Stock Details
PRU Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
$287K
Buy
4,519
+137
+3%
+$9.01K
0.23%
84
2020
Q2
$267K
Buy
4,382
+308
+8%
+$18.1K
0.25%
78
2020
Q1
$212K
Buy
4,074
+335
+9%
+$26.6K
0.26%
83
2019
Q4
$350K
Buy
3,739
+96
+3%
+$8.81K
0.32%
71
2019
Q3
$328K
Buy
3,643
+39
+1%
+$3.53K
0.34%
68
2019
Q2
$364K
Buy
3,604
+6
+0.2%
+$598
0.38%
61
2019
Q1
$331K
Buy
3,598
+5
+0.1%
+$461
0.38%
65
2018
Q4
$293K
Buy
3,593
+106
+3%
+$9.76K
0.38%
68
2018
Q3
$353K
Sell
3,487
-95
-3%
-$9.36K
0.36%
66
2018
Q2
$335K
Buy
3,582
+480
+15%
+$48.5K
0.36%
73
2018
Q1
$321K
Buy
+3,102
New
+$350K
0.33%
69
Other funds holding PRU
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New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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