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MPS Loria Financial Planners’s Prudential Financial PRU Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-88
Closed -$8K – 457
2021
Q1 		$8K Hold
88
– – ﹤0.01% 315
2020
Q4 		$7K Buy
88
+32
+57% +$2.31K ﹤0.01% 336
2020
Q3 		$4K Hold
56
– – ﹤0.01% 282
2020
Q2 		$3K Buy
+56
New +$3.29K ﹤0.01% 301

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPS Loria Financial Planners's PRU Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Prudential Financial (PRU) in Q2 2021, closing a stake of 88 shares — an estimated $8K sold.

MPS Loria Financial Planners first reported a position in PRU in Q2 2020 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 1,071 funds tracked by Wall St. Rank hold PRU as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Prudential Financial position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 88 Prudential Financial shares in Q2 2021, an estimated $8K.
  • MPS Loria Financial Planners first reported a position in Prudential Financial in Q2 2020 and held it in 4 quarters.
  • MPS Loria Financial Planners's Prudential Financial position peaked at $8K in Q1 2021.
  • 1,071 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.