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Global Wealth Management Investment Advisory’s Prudential Financial PRU Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-21
Closed -$1K – 583
2020
Q2 		$1K Hold
21
– – ﹤0.01% 573
2020
Q1 		$1K Hold
21
– – ﹤0.01% 563
2019
Q4 		$2K Sell
21
-27
-56% -$2.48K ﹤0.01% 525
2019
Q3 		$4K Hold
48
– – ﹤0.01% 434
2019
Q2 		$5K Hold
48
– – ﹤0.01% 444
2019
Q1 		$4K Sell
48
-76
-61% -$7.01K ﹤0.01% 476
2018
Q4 		$10K Buy
+124
New +$11.4K 0.01% 387

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Global Wealth Management Investment Advisory's PRU Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Prudential Financial (PRU) in Q3 2020, closing a stake of 21 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in PRU in Q4 2018 and held it in 7 quarters. The position peaked at $10K in Q4 2018. 918 funds tracked by Wall St. Rank hold PRU as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Prudential Financial position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 21 Prudential Financial shares in Q3 2020, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Prudential Financial in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Prudential Financial position peaked at $10K in Q4 2018.
  • 918 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.