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Point View Wealth Management’s Prudential Financial PRU Stock Holding History

Point View 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
2020
Q4 		$693K Sell
8,879
-1,242
-12% -$89.7K 0.28% 117
2020
Q3 		$643K Sell
10,121
-820
-7% -$53.9K 0.3% 106
2020
Q2 		$666K Buy
10,941
+507
+5% +$29.8K 0.32% 102
2020
Q1 		$544K Buy
10,434
+177
+2% +$14.1K 0.3% 110
2019
Q4 		$961K Buy
10,257
+2,071
+25% +$190K 0.4% 86
2019
Q3 		$736K Buy
8,186
+653
+9% +$59.2K 0.33% 102
2019
Q2 		$761K Sell
7,533
-338
-4% -$33.7K 0.32% 103
2019
Q1 		$723K Sell
7,871
-95
-1% -$8.76K 0.32% 112
2018
Q4 		$650K Hold
7,966
– – 0.33% 106
2018
Q3 		$807K Sell
7,966
-202
-2% -$19.9K 0.36% 96
2018
Q2 		$764K Hold
8,168
– – 0.35% 99
2018
Q1 		$846K Sell
8,168
-113
-1% -$12.7K 0.41% 85
2017
Q4 		$952K Sell
8,281
-350
-4% -$39.3K 0.45% 77
2017
Q3 		$918K Buy
8,631
+80
+0.9% +$8.55K 0.44% 81
2017
Q2 		$925K Hold
8,551
– – 0.46% 77
2017
Q1 		$912K Sell
8,551
-35
-0.4% -$3.78K 0.47% 77
2016
Q4 		$893K Sell
8,586
-204
-2% -$19.3K 0.51% 66
2016
Q3 		$718K Buy
8,790
+1,984
+29% +$152K 0.43% 86
2016
Q2 		$486K Buy
6,806
+70
+1% +$5.28K 0.29% 120
2016
Q1 		$486K Buy
6,736
+995
+17% +$69.4K 0.31% 112
2015
Q4 		$467K Sell
5,741
-216
-4% -$17.9K 0.34% 105
2015
Q3 		$454K Sell
5,957
-157
-3% -$13.2K 0.36% 98
2015
Q2 		$535K Sell
6,114
-92
-1% -$7.81K 0.42% 88
2015
Q1 		$498K Buy
6,206
+310
+5% +$25.1K 0.38% 96
2014
Q4 		$533K Buy
5,896
+854
+17% +$73.4K 0.4% 85
2014
Q3 		$443K Sell
5,042
-262
-5% -$23.4K 0.38% 99
2014
Q2 		$471K Sell
5,304
-19
-0.4% -$1.6K 0.41% 92
2014
Q1 		$451K Sell
5,323
-9
-0.2% -$775 0.41% 87
2013
Q4 		$492K Buy
+5,332
New +$455K 0.47% 78

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Point View Wealth Management's PRU Position: Q4 2020 in Review

Point View Wealth Management reduced its Prudential Financial (PRU) stake by 12% in Q4 2020, selling an estimated $89.7K and leaving 8,879 shares worth $693K. The position accounts for 0.28% of the portfolio, ranked #117.

Point View Wealth Management first reported a position in PRU in Q4 2013 and has held it in 29 quarters since. The position peaked at $961K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold PRU as of Q4 2020.

  • Point View Wealth Management held 8,879 shares of Prudential Financial worth $693K as of Q4 2020.
  • Point View Wealth Management sold 1,242 Prudential Financial shares in Q4 2020, an estimated $89.7K.
  • Prudential Financial made up 0.28% of Point View Wealth Management's portfolio in Q4 2020, its #117 holding.
  • Point View Wealth Management first reported a position in Prudential Financial in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Prudential Financial position peaked at $961K in Q4 2019.
  • 1,005 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.