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Dumont & Blake Investment Advisors’s Prudential Financial PRU Stock Holding History

Dumont & Blake 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
2020
Q3 		– Sell
-7,128
Closed -$434K – 186
2020
Q2 		$434K Buy
7,128
+1,123
+19% +$65.9K 0.18% 122
2020
Q1 		$313K Buy
+6,005
New +$477K 0.16% 130

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dumont & Blake Investment Advisors's PRU Position: Q3 2020 in Review

Dumont & Blake Investment Advisors sold out of Prudential Financial (PRU) in Q3 2020, closing a stake of 7,128 shares — an estimated $434K sold.

Dumont & Blake Investment Advisors first reported a position in PRU in Q1 2020 and held it in 2 quarters. The position peaked at $434K in Q2 2020. 918 funds tracked by Wall St. Rank hold PRU as of Q3 2020.

  • Dumont & Blake Investment Advisors reported no remaining Prudential Financial position as of Q3 2020 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 7,128 Prudential Financial shares in Q3 2020, an estimated $434K.
  • Dumont & Blake Investment Advisors first reported a position in Prudential Financial in Q1 2020 and held it in 2 quarters.
  • Dumont & Blake Investment Advisors's Prudential Financial position peaked at $434K in Q2 2020.
  • 918 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2020.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.