Forte Capital’s Prudential Financial PRU Stock Holding History

Forte Capital’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 Q3	–	Sell	-2,025	Closed	-$208K	–	225
2021 Q2	$208K	Buy	+2,025	New	+$207K	0.03%	212

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Forte Capital's PRU Position: Q3 2021 in Review

Forte Capital sold out of Prudential Financial (PRU) in Q3 2021, closing a stake of 2,025 shares — an estimated $208K sold.

Forte Capital first reported a position in PRU in Q2 2021 and held it in 1 quarter. The position peaked at $208K in Q2 2021. 1,093 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

Forte Capital reported no remaining Prudential Financial position as of Q3 2021 after selling out during the quarter.
Forte Capital sold 2,025 Prudential Financial shares in Q3 2021, an estimated $208K.
Forte Capital first reported a position in Prudential Financial in Q2 2021 and held it in 1 quarter.
Forte Capital's Prudential Financial position peaked at $208K in Q2 2021.
1,093 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Forte Capital's 13F filing for Q3 2021, filed 27 Oct 2021.