Fusion Family Wealth’s Prudential Financial PRU Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-18	Closed	-$2K	–	87
2021 Q1	$2K	Hold	18	–	–	﹤0.01%	100
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	96
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	101
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	109
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	122
2019 Q4	$2K	Hold	18	–	–	﹤0.01%	126
2019 Q3	$2K	Hold	18	–	–	﹤0.01%	129
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	140
2019 Q1	$2K	Hold	18	–	–	﹤0.01%	137
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	241
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	237
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	257
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	243
2017 Q4	$2K	Hold	18	–	–	﹤0.01%	256
2017 Q3	$2K	Hold	18	–	–	﹤0.01%	202
2017 Q2	$2K	Hold	18	–	–	﹤0.01%	250
2017 Q1	$2K	Hold	18	–	–	﹤0.01%	274
2016 Q4	$1K	Buy	+18	New	+$1.71K	﹤0.01%	367

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fusion Family Wealth's PRU Position: Q2 2021 in Review

Fusion Family Wealth sold out of Prudential Financial (PRU) in Q2 2021, closing a stake of 18 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in PRU in Q4 2016 and held it in 18 quarters. The position peaked at $2K in Q1 2021. 1,071 funds tracked by Wall St. Rank hold PRU as of Q2 2021.

Fusion Family Wealth reported no remaining Prudential Financial position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 18 Prudential Financial shares in Q2 2021, an estimated $2K.
Fusion Family Wealth first reported a position in Prudential Financial in Q4 2016 and held it in 18 quarters.
Fusion Family Wealth's Prudential Financial position peaked at $2K in Q1 2021.
1,071 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.