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CFM Wealth Partners’s Prudential Financial PRU Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-1,262
Closed -$76K – 387
2020
Q2 		$76K Hold
1,262
– – 0.03% 231
2020
Q1 		$66K Hold
1,262
– – 0.03% 235
2019
Q4 		$120K Buy
+1,262
New +$116K 0.04% 189

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Charles Schwab
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Northern Trust
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CFM Wealth Partners's PRU Position: Q3 2020 in Review

CFM Wealth Partners sold out of Prudential Financial (PRU) in Q3 2020, closing a stake of 1,262 shares — an estimated $76K sold.

CFM Wealth Partners first reported a position in PRU in Q4 2019 and held it in 3 quarters. The position peaked at $120K in Q4 2019. 918 funds tracked by Wall St. Rank hold PRU as of Q3 2020.

  • CFM Wealth Partners reported no remaining Prudential Financial position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,262 Prudential Financial shares in Q3 2020, an estimated $76K.
  • CFM Wealth Partners first reported a position in Prudential Financial in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Prudential Financial position peaked at $120K in Q4 2019.
  • 918 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.