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Paradigm Strategies in Wealth Management’s Prudential Financial PRU Stock Holding History

Paradigm Strategies in Wealth 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
2021
Q3 		– Sell
-86
Closed -$9K – 190
2021
Q2 		$9K Hold
86
– – 0.01% 171
2021
Q1 		$8K Buy
+86
New +$7.36K 0.01% 171

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Paradigm Strategies in Wealth Management's PRU Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Prudential Financial (PRU) in Q3 2021, closing a stake of 86 shares — an estimated $9K sold.

Paradigm Strategies in Wealth Management first reported a position in PRU in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 1,094 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Prudential Financial position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 86 Prudential Financial shares in Q3 2021, an estimated $9K.
  • Paradigm Strategies in Wealth Management first reported a position in Prudential Financial in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Prudential Financial position peaked at $9K in Q2 2021.
  • 1,094 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.