Parisi Gray Wealth Management’s Prudential Financial PRU Stock Holding History

Parisi Gray 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	-100	Closed	-$10K	–	427
2021 Q2	$10K	Buy	+100	New	+$10.2K	﹤0.01%	449
2019 Q2	–	Sell	-248	Closed	-$23K	–	354
2019 Q1	$23K	Hold	248	–	–	0.01%	295
2018 Q4	$20K	Hold	248	–	–	0.01%	312
2018 Q3	$25K	Buy	248 +100	+68%	+$9.86K	0.02%	312
2018 Q2	$14K	Hold	148	–	–	0.01%	378
2018 Q1	$15K	Hold	148	–	–	0.01%	373
2017 Q4	$17K	Buy	+148	New	+$16.6K	0.01%	374

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Parisi Gray Wealth Management's PRU Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Prudential Financial (PRU) in Q3 2021, closing a stake of 100 shares — an estimated $10K sold.

Parisi Gray Wealth Management first reported a position in PRU in Q4 2017 and held it in 7 quarters. The position peaked at $25K in Q3 2018. 1,093 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Prudential Financial position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 100 Prudential Financial shares in Q3 2021, an estimated $10K.
Parisi Gray Wealth Management first reported a position in Prudential Financial in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Prudential Financial position peaked at $25K in Q3 2018.
1,093 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.