CIA
PRU icon

Cascade Investment Advisors’s Prudential Financial PRU Stock Holding History

Cascade 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
-32
Closed -$2.92K – 275
2021
Q1 		$2.92K Hold
32
– – ﹤0.01% 254
2020
Q4 		$2.5K Hold
32
– – ﹤0.01% 245
2020
Q3 		$2.03K Hold
32
– – ﹤0.01% 248
2020
Q2 		$1.95K Hold
32
– – ﹤0.01% 244
2020
Q1 		$1.67K Hold
32
– – ﹤0.01% 237
2019
Q4 		$3K Buy
+32
New +$2.94K ﹤0.01% 244

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

Cascade Investment Advisors's PRU Position: Q2 2021 in Review

Cascade Investment Advisors sold out of Prudential Financial (PRU) in Q2 2021, closing a stake of 32 shares — an estimated $2.92K sold.

Cascade Investment Advisors first reported a position in PRU in Q4 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 1,071 funds tracked by Wall St. Rank hold PRU as of Q2 2021.

  • Cascade Investment Advisors reported no remaining Prudential Financial position as of Q2 2021 after selling out during the quarter.
  • Cascade Investment Advisors sold 32 Prudential Financial shares in Q2 2021, an estimated $2.92K.
  • Cascade Investment Advisors first reported a position in Prudential Financial in Q4 2019 and held it in 6 quarters.
  • Cascade Investment Advisors's Prudential Financial position peaked at $3K in Q4 2019.
  • 1,071 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2021.

Based on Cascade Investment Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.