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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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.