FWM
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ForthRight Wealth Management’s Prudential Financial PRU Stock Holding History

ForthRight 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
2021
Q1 		– Sell
-229
Closed -$18K – 151
2020
Q4 		$18K Buy
+229
New +$16.5K 0.01% 99

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N
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ForthRight Wealth Management's PRU Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Prudential Financial (PRU) in Q1 2021, closing a stake of 229 shares — an estimated $18K sold.

ForthRight Wealth Management first reported a position in PRU in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 1,049 funds tracked by Wall St. Rank hold PRU as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Prudential Financial position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 229 Prudential Financial shares in Q1 2021, an estimated $18K.
  • ForthRight Wealth Management first reported a position in Prudential Financial in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Prudential Financial position peaked at $18K in Q4 2020.
  • 1,049 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.