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James Reed Financial Services’s Prudential Financial PRU Stock Holding History

James Reed Financial Services’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
2022
Q1 		– Sell
-31
Closed -$3K – 132
2021
Q4 		$3K Buy
+31
New +$3.37K ﹤0.01% 144

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Charles Schwab
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Northern Trust
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

James Reed Financial Services's PRU Position: Q1 2022 in Review

James Reed Financial Services sold out of Prudential Financial (PRU) in Q1 2022, closing a stake of 31 shares — an estimated $3K sold.

James Reed Financial Services first reported a position in PRU in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold PRU as of Q1 2022.

  • James Reed Financial Services reported no remaining Prudential Financial position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 31 Prudential Financial shares in Q1 2022, an estimated $3K.
  • James Reed Financial Services first reported a position in Prudential Financial in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Prudential Financial position peaked at $3K in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.