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Insight Wealth Strategies’s Prudential Financial PRU Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-2,707
Closed -$254K – 185
2019
Q4 		$254K Buy
+2,707
New +$249K 0.05% 178

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Insight Wealth Strategies's PRU Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 2,707 shares — an estimated $254K sold.

Insight Wealth Strategies first reported a position in PRU in Q4 2019 and held it in 1 quarter. The position peaked at $254K in Q4 2019. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

  • Insight Wealth Strategies reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,707 Prudential Financial shares in Q1 2020, an estimated $254K.
  • Insight Wealth Strategies first reported a position in Prudential Financial in Q4 2019 and held it in 1 quarter.
  • Insight Wealth Strategies's Prudential Financial position peaked at $254K in Q4 2019.
  • 912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.