Harvest Group Wealth Management’s Prudential Financial PRU Stock Holding History

Harvest Group Wealth Management’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 Q1	–	Sell	-472	Closed	-$37K	–	534
2020 Q4	$37K	Buy	472 +3	+0.6%	+$217	0.02%	121
2020 Q3	$30K	Buy	469 +2	+0.4%	+$131	0.02%	127
2020 Q2	$28K	Buy	467 +2	+0.4%	+$117	0.02%	126
2020 Q1	$24K	Sell	465 -65	-12%	-$5.17K	0.02%	124
2019 Q4	$49K	Buy	530 +53	+11%	+$4.87K	0.04%	77
2019 Q3	$43K	Buy	477 +45	+10%	+$4.08K	0.05%	85
2019 Q2	$43K	Sell	432 -129	-23%	-$12.9K	0.06%	79
2019 Q1	$52K	Buy	+561	New	+$51.7K	0.05%	87

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

Norges Bank Oslo, Norway $935B AUM

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

Harvest Group Wealth Management's PRU Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Prudential Financial (PRU) in Q1 2021, closing a stake of 472 shares — an estimated $37K sold.

Harvest Group Wealth Management first reported a position in PRU in Q1 2019 and held it in 8 quarters. The position peaked at $52K in Q1 2019. 1,049 funds tracked by Wall St. Rank hold PRU as of Q1 2021.

Harvest Group Wealth Management reported no remaining Prudential Financial position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 472 Prudential Financial shares in Q1 2021, an estimated $37K.
Harvest Group Wealth Management first reported a position in Prudential Financial in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Prudential Financial position peaked at $52K in Q1 2019.
1,049 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.