Planning Directions’s Prudential Financial PRU Stock Holding History

Planning Directions’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 Q2	–	Sell	-3,947	Closed	-$206K	–	91
2020 Q1	$206K	Buy	+3,947	New	+$314K	0.29%	60

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Planning Directions's PRU Position: Q2 2020 in Review

Planning Directions sold out of Prudential Financial (PRU) in Q2 2020, closing a stake of 3,947 shares — an estimated $206K sold.

Planning Directions first reported a position in PRU in Q1 2020 and held it in 1 quarter. The position peaked at $206K in Q1 2020. 902 funds tracked by Wall St. Rank hold PRU as of Q2 2020.

Planning Directions reported no remaining Prudential Financial position as of Q2 2020 after selling out during the quarter.
Planning Directions sold 3,947 Prudential Financial shares in Q2 2020, an estimated $206K.
Planning Directions first reported a position in Prudential Financial in Q1 2020 and held it in 1 quarter.
Planning Directions's Prudential Financial position peaked at $206K in Q1 2020.
902 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.