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Garrett Wealth Advisory Group’s Prudential Financial PRU Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-376
Closed -$33.8K – 504
2019
Q3 		$33.8K Buy
+376
New +$34.1K 0.02% 158

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Garrett Wealth Advisory Group's PRU Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Prudential Financial (PRU) in Q4 2019, closing a stake of 376 shares — an estimated $33.8K sold.

Garrett Wealth Advisory Group first reported a position in PRU in Q3 2019 and held it in 1 quarter. The position peaked at $33.8K in Q3 2019. 1,034 funds tracked by Wall St. Rank hold PRU as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Prudential Financial position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 376 Prudential Financial shares in Q4 2019, an estimated $33.8K.
  • Garrett Wealth Advisory Group first reported a position in Prudential Financial in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Prudential Financial position peaked at $33.8K in Q3 2019.
  • 1,034 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.