Planned Solutions’s Prudential Financial PRU Stock Holding History

Planned Solutions’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 Q1	–	Sell	-1,100	Closed	-$86K	–	317
2020 Q4	$86K	Buy	1,100 +100	+10%	+$7.23K	0.07%	120
2020 Q3	$64K	Buy	+1,000	New	+$65.7K	0.06%	119

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planned Solutions's PRU Position: Q1 2021 in Review

Planned Solutions sold out of Prudential Financial (PRU) in Q1 2021, closing a stake of 1,100 shares — an estimated $86K sold.

Planned Solutions first reported a position in PRU in Q3 2020 and held it in 2 quarters. The position peaked at $86K in Q4 2020. 1,049 funds tracked by Wall St. Rank hold PRU as of Q1 2021.

Planned Solutions reported no remaining Prudential Financial position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 1,100 Prudential Financial shares in Q1 2021, an estimated $86K.
Planned Solutions first reported a position in Prudential Financial in Q3 2020 and held it in 2 quarters.
Planned Solutions's Prudential Financial position peaked at $86K in Q4 2020.
1,049 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.