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JOYN Advisors’s Prudential Financial PRU Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-971
Closed -$79K – 1072
2018
Q4 		$79K Sell
971
-240
-20% -$22.1K 0.02% 235
2018
Q3 		$123K Buy
1,211
+123
+11% +$12.1K 0.02% 191
2018
Q2 		$102K Buy
1,088
+254
+30% +$25.7K 0.02% 220
2018
Q1 		$86K Buy
+834
New +$94K 0.02% 323

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JOYN Advisors's PRU Position: Q1 2019 in Review

JOYN Advisors sold out of Prudential Financial (PRU) in Q1 2019, closing a stake of 971 shares — an estimated $79K sold.

JOYN Advisors first reported a position in PRU in Q1 2018 and held it in 4 quarters. The position peaked at $123K in Q3 2018. 1,001 funds tracked by Wall St. Rank hold PRU as of Q1 2019.

  • JOYN Advisors reported no remaining Prudential Financial position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 971 Prudential Financial shares in Q1 2019, an estimated $79K.
  • JOYN Advisors first reported a position in Prudential Financial in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Prudential Financial position peaked at $123K in Q3 2018.
  • 1,001 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.