BNC Wealth Management’s Prudential Financial PRU Stock Holding History

BNC 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 Q4	–	Sell	-427	Closed	-$27K	–	373
2020 Q3	$27K	Buy	+427	New	+$28.1K	0.02%	199

Other funds holding PRU

BlackRock 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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BNC Wealth Management's PRU Position: Q4 2020 in Review

BNC Wealth Management sold out of Prudential Financial (PRU) in Q4 2020, closing a stake of 427 shares — an estimated $27K sold.

BNC Wealth Management first reported a position in PRU in Q3 2020 and held it in 1 quarter. The position peaked at $27K in Q3 2020. 1,006 funds tracked by Wall St. Rank hold PRU as of Q4 2020.

BNC Wealth Management reported no remaining Prudential Financial position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 427 Prudential Financial shares in Q4 2020, an estimated $27K.
BNC Wealth Management first reported a position in Prudential Financial in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Prudential Financial position peaked at $27K in Q3 2020.
1,006 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.