Guidant Wealth Advisors’s Prudential Financial PRU Stock Holding History

Guidant Wealth Advisors’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 Q3	$49K	Hold	541	–	–	0.02%	173
2019 Q2	$55K	Hold	541	–	–	0.02%	170
2019 Q1	$50K	Buy	541 +20	+4%	+$1.84K	0.02%	176
2018 Q4	$42K	Hold	521	–	–	0.02%	138
2018 Q3	$52K	Buy	521 +311	+148%	+$30.7K	0.02%	83
2018 Q2	$19K	Hold	210	–	–	0.01%	121
2018 Q1	$21K	Hold	210	–	–	0.01%	109
2017 Q4	$24K	Hold	210	–	–	0.01%	106
2017 Q3	$22K	Hold	210	–	–	0.02%	109
2017 Q2	$23K	Hold	210	–	–	0.01%	146
2017 Q1	$22K	Hold	210	–	–	0.01%	133
2016 Q4	$22K	Hold	210	–	–	0.01%	123
2016 Q3	$17K	Buy	+210	New	+$16.1K	0.01%	133

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Guidant Wealth Advisors's PRU Position: Q3 2019 in Review

Guidant Wealth Advisors held its Prudential Financial (PRU) position steady in Q3 2019 at 541 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #173.

Guidant Wealth Advisors first reported a position in PRU in Q3 2016 and has held it in 13 quarters since. The position peaked at $55K in Q2 2019. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

Guidant Wealth Advisors held 541 shares of Prudential Financial worth $49K as of Q3 2019.
Guidant Wealth Advisors left its Prudential Financial share count unchanged in Q3 2019.
Prudential Financial made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #173 holding.
Guidant Wealth Advisors first reported a position in Prudential Financial in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Prudential Financial position peaked at $55K in Q2 2019.
955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.