Kings Point Capital Management’s Prudential Financial PRU Stock Holding History

Kings Point Capital Management’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 Q4	–	Sell	-1,000	Closed	-$64K	–	507
2020 Q3	$64K	Buy	+1,000	New	+$65.7K	0.01%	290
2020 Q1	–	Sell	-250	Closed	-$23K	–	493
2019 Q4	$23K	Sell	250 -200	-44%	-$18.4K	﹤0.01%	404
2019 Q3	$40K	Buy	450 +200	+80%	+$18.1K	0.01%	324
2019 Q2	$25K	Hold	250	–	–	﹤0.01%	327
2019 Q1	$23K	Hold	250	–	–	﹤0.01%	297
2018 Q4	$20K	Sell	250 -56	-18%	-$5.16K	﹤0.01%	303
2018 Q3	$31K	Hold	306	–	–	0.01%	289
2018 Q2	$29K	Hold	306	–	–	0.01%	288
2018 Q1	$32K	Buy	+306	New	+$34.5K	0.01%	282
2015 Q3	–	Sell	-300	Closed	-$26K	–	380
2015 Q2	$26K	Hold	300	–	–	0.01%	278
2015 Q1	$24K	Buy	+300	New	+$24.3K	0.01%	289

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kings Point Capital Management's PRU Position: Q4 2020 in Review

Kings Point Capital Management sold out of Prudential Financial (PRU) in Q4 2020, closing a stake of 1,000 shares — an estimated $64K sold.

Kings Point Capital Management first reported a position in PRU in Q1 2015 and held it in 11 quarters. The position peaked at $64K in Q3 2020. 1,005 funds tracked by Wall St. Rank hold PRU as of Q4 2020.

Kings Point Capital Management reported no remaining Prudential Financial position as of Q4 2020 after selling out during the quarter.
Kings Point Capital Management sold 1,000 Prudential Financial shares in Q4 2020, an estimated $64K.
Kings Point Capital Management first reported a position in Prudential Financial in Q1 2015 and held it in 11 quarters.
Kings Point Capital Management's Prudential Financial position peaked at $64K in Q3 2020.
1,005 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2020.

Based on Kings Point Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.