Icon Wealth Partners’s Prudential Financial PRU Stock Holding History

Icon Wealth 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
2021 Q3	–	Sell	-2,000	Closed	-$205K	–	358
2021 Q2	$205K	Buy	+2,000	New	+$204K	0.02%	341
2018 Q3	–	Sell	-52	Closed	-$5K	–	616
2018 Q2	$5K	Buy	+52	New	+$5.25K	﹤0.01%	762
2018 Q1	–	Sell	-315	Closed	-$36K	–	614
2017 Q4	$36K	Buy	+315	New	+$35.4K	0.02%	492

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Icon Wealth Partners's PRU Position: Q3 2021 in Review

Icon Wealth Partners sold out of Prudential Financial (PRU) in Q3 2021, closing a stake of 2,000 shares — an estimated $205K sold.

Icon Wealth Partners first reported a position in PRU in Q4 2017 and held it in 3 quarters. The position peaked at $205K in Q2 2021. 1,093 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

Icon Wealth Partners reported no remaining Prudential Financial position as of Q3 2021 after selling out during the quarter.
Icon Wealth Partners sold 2,000 Prudential Financial shares in Q3 2021, an estimated $205K.
Icon Wealth Partners first reported a position in Prudential Financial in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Prudential Financial position peaked at $205K in Q2 2021.
1,093 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Icon Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.