Burt Wealth Advisors’s Prudential Financial PRU Stock Holding History

Burt 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
2020 Q1	–	Sell	-224	Closed	-$21K	–	423
2019 Q4	$21K	Hold	224	–	–	0.01%	236
2019 Q3	$20K	Hold	224	–	–	0.01%	237
2019 Q2	$23K	Hold	224	–	–	0.01%	223
2019 Q1	$21K	Hold	224	–	–	0.01%	237
2018 Q4	$18K	Hold	224	–	–	0.01%	245
2018 Q3	$23K	Sell	224 -64	-22%	-$6.31K	0.01%	240
2018 Q2	$27K	Hold	288	–	–	0.01%	224
2018 Q1	$30K	Hold	288	–	–	0.02%	225
2017 Q4	$33K	Hold	288	–	–	0.02%	212
2017 Q3	$31K	Sell	288 -52	-15%	-$5.56K	0.02%	211
2017 Q2	$36K	Hold	340	–	–	0.02%	215
2017 Q1	$36K	Hold	340	–	–	0.03%	192
2016 Q4	$35K	Hold	340	–	–	0.03%	193
2016 Q3	$27K	Hold	340	–	–	0.03%	199
2016 Q2	$24K	Sell	340 -433	-56%	-$32.7K	0.03%	201
2016 Q1	$56K	Buy	773 +434	+128%	+$30.3K	0.05%	157
2015 Q4	$27K	Buy	339 +1	+0.3%	+$83	0.02%	180
2015 Q3	$25K	Hold	338	–	–	0.03%	166
2015 Q2	$30K	Buy	338 +1	+0.3%	+$85	0.03%	174
2015 Q1	$27K	Buy	337 +224	+198%	+$18.1K	0.03%	170
2014 Q4	$11K	Buy	+113	New	+$9.71K	0.01%	226

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Burt Wealth Advisors's PRU Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 224 shares — an estimated $21K sold.

Burt Wealth Advisors first reported a position in PRU in Q4 2014 and held it in 21 quarters. The position peaked at $56K in Q1 2016. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

Burt Wealth Advisors reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 224 Prudential Financial shares in Q1 2020, an estimated $21K.
Burt Wealth Advisors first reported a position in Prudential Financial in Q4 2014 and held it in 21 quarters.
Burt Wealth Advisors's Prudential Financial position peaked at $56K in Q1 2016.
912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.