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Executive Wealth Management’s Prudential Financial PRU Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-663
Closed -$67K – 609
2019
Q2 		$67K Buy
663
+386
+139% +$38.5K 0.01% 252
2019
Q1 		$25K Sell
277
-351
-56% -$32.4K ﹤0.01% 390
2018
Q4 		$51K Buy
+628
New +$57.8K 0.01% 276

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Executive Wealth Management's PRU Position: Q3 2019 in Review

Executive Wealth Management sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 663 shares — an estimated $67K sold.

Executive Wealth Management first reported a position in PRU in Q4 2018 and held it in 3 quarters. The position peaked at $67K in Q2 2019. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

  • Executive Wealth Management reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 663 Prudential Financial shares in Q3 2019, an estimated $67K.
  • Executive Wealth Management first reported a position in Prudential Financial in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Prudential Financial position peaked at $67K in Q2 2019.
  • 955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.