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Legacy Financial Advisors’s Prudential Financial PRU Stock Holding History

Legacy Financial 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
Q2 		– Sell
-35
Closed -$3K – 700
2019
Q1 		$3K Sell
35
-443
-93% -$40.8K ﹤0.01% 864
2018
Q4 		$39K Buy
478
+27
+6% +$2.49K 0.02% 285
2018
Q3 		$45K Sell
451
-65
-13% -$6.41K 0.02% 265
2018
Q2 		$49K Sell
516
-48
-9% -$4.85K 0.02% 254
2018
Q1 		$59K Hold
564
– – 0.02% 223
2017
Q4 		$64K Buy
+564
New +$63.3K 0.03% 213

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Legacy Financial Advisors's PRU Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Prudential Financial (PRU) in Q2 2019, closing a stake of 35 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in PRU in Q4 2017 and held it in 6 quarters. The position peaked at $64K in Q4 2017. 995 funds tracked by Wall St. Rank hold PRU as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Prudential Financial position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 35 Prudential Financial shares in Q2 2019, an estimated $3K.
  • Legacy Financial Advisors first reported a position in Prudential Financial in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Prudential Financial position peaked at $64K in Q4 2017.
  • 995 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.