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Engrave Wealth Partners’s Prudential Financial PRU Stock Holding History

Engrave 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
-102
Closed -$6K – 329
2020
Q2 		$6K Hold
102
– – 0.01% 312
2020
Q1 		$5K Sell
102
-100
-50% -$7.95K 0.01% 278
2019
Q4 		$18K Buy
+202
New +$18.5K 0.02% 235

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N
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Engrave Wealth Partners's PRU Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Prudential Financial (PRU) in Q3 2020, closing a stake of 102 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in PRU in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 918 funds tracked by Wall St. Rank hold PRU as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Prudential Financial position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 102 Prudential Financial shares in Q3 2020, an estimated $6K.
  • Engrave Wealth Partners first reported a position in Prudential Financial in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Prudential Financial position peaked at $18K in Q4 2019.
  • 918 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.