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Holistic Financial Partners’s Prudential Financial PRU Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-1,378
Closed -$143K – 277
2018
Q1 		$143K Hold
1,378
– – 0.12% 91
2017
Q4 		$158K Buy
+1,378
New +$155K 0.13% 86

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Holistic Financial Partners's PRU Position: Q2 2018 in Review

Holistic Financial Partners sold out of Prudential Financial (PRU) in Q2 2018, closing a stake of 1,378 shares — an estimated $143K sold.

Holistic Financial Partners first reported a position in PRU in Q4 2017 and held it in 2 quarters. The position peaked at $158K in Q4 2017. 975 funds tracked by Wall St. Rank hold PRU as of Q2 2018.

  • Holistic Financial Partners reported no remaining Prudential Financial position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,378 Prudential Financial shares in Q2 2018, an estimated $143K.
  • Holistic Financial Partners first reported a position in Prudential Financial in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Prudential Financial position peaked at $158K in Q4 2017.
  • 975 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.