Financial Gravity Asset Management’s Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 PFH Stock Holding History

Financial Gravity Asset Management’s Portfolio PFH Stock Details PFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-33	Closed	-$669	–	2146
2024 Q1	$669	Buy	+33	New	+$669	﹤0.01%	1312

Other funds holding PFH

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Gravity Asset Management's PFH Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 (PFH) in Q2 2024, closing a stake of 33 shares — an estimated $669 sold.

Financial Gravity Asset Management first reported a position in PFH in Q1 2024 and held it in 1 quarter. The position peaked at $669 in Q1 2024. 1 fund tracked by Wall St. Rank holds PFH as of Q2 2024.

Financial Gravity Asset Management reported no remaining Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 33 Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 shares in Q2 2024, an estimated $669.
Financial Gravity Asset Management first reported a position in Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 in Q1 2024 and held it in 1 quarter.
Financial Gravity Asset Management's Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 position peaked at $669 in Q1 2024.
1 fund tracked by Wall St. Rank held Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.