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Evolution Wealth Advisors’s Prudential Financial PRU Stock Holding History

Evolution 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
2021
Q4 		– Sell
-158
Closed -$17K – 510
2021
Q3 		$17K Hold
158
– – ﹤0.01% 334
2021
Q2 		$16K Hold
158
– – ﹤0.01% 338
2021
Q1 		$14K Hold
158
– – ﹤0.01% 362
2020
Q4 		$12K Hold
158
– – ﹤0.01% 330
2020
Q3 		$10K Sell
158
-58
-27% -$3.81K ﹤0.01% 355
2020
Q2 		$13K Buy
216
+158
+272% +$9.28K ﹤0.01% 256
2020
Q1 		$3K Buy
+58
New +$4.61K ﹤0.01% 288
2019
Q4 		– Sell
-77
Closed -$7K – 677
2019
Q3 		$7K Buy
77
+3
+4% +$272 ﹤0.01% 235
2019
Q2 		$7K Buy
+74
New +$7.38K ﹤0.01% 215

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's PRU Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Prudential Financial (PRU) in Q4 2021, closing a stake of 158 shares — an estimated $17K sold.

Evolution Wealth Advisors first reported a position in PRU in Q2 2019 and held it in 9 quarters. The position peaked at $17K in Q3 2021. 1,199 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Prudential Financial position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 158 Prudential Financial shares in Q4 2021, an estimated $17K.
  • Evolution Wealth Advisors first reported a position in Prudential Financial in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Prudential Financial position peaked at $17K in Q3 2021.
  • 1,199 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.