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Legacy Wealth Management (Mississippi)’s Prudential Financial PRU Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q3 		– Sell
-13,264
Closed -$808K – 100
2020
Q2 		$808K Sell
13,264
-1,150
-8% -$67.5K 0.62% 51
2020
Q1 		$752K Buy
14,414
+500
+4% +$39.7K 0.7% 47
2019
Q4 		$1.3M Buy
+13,914
New +$1.28M 1.14% 24

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s PRU Position: Q3 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Prudential Financial (PRU) in Q3 2020, closing a stake of 13,264 shares — an estimated $808K sold.

Legacy Wealth Management (Mississippi) first reported a position in PRU in Q4 2019 and held it in 3 quarters. The position peaked at $1.3M in Q4 2019. 918 funds tracked by Wall St. Rank hold PRU as of Q3 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Prudential Financial position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 13,264 Prudential Financial shares in Q3 2020, an estimated $808K.
  • Legacy Wealth Management (Mississippi) first reported a position in Prudential Financial in Q4 2019 and held it in 3 quarters.
  • Legacy Wealth Management (Mississippi)'s Prudential Financial position peaked at $1.3M in Q4 2019.
  • 918 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q3 2020, filed 12 Dec 2024.