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PRW Wealth Management’s Prudential Financial PRU Stock Holding History

PRW 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
2019
Q2 		– Sell
-68
Closed -$6K – 516
2019
Q1 		$6K Sell
68
-403
-86% -$37.2K 0.01% 355
2018
Q4 		$39K Buy
+471
New +$43.4K 0.05% 156

Other funds holding PRU

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PRW Wealth Management's PRU Position: Q2 2019 in Review

PRW Wealth Management sold out of Prudential Financial (PRU) in Q2 2019, closing a stake of 68 shares — an estimated $6K sold.

PRW Wealth Management first reported a position in PRU in Q4 2018 and held it in 2 quarters. The position peaked at $39K in Q4 2018. 995 funds tracked by Wall St. Rank hold PRU as of Q2 2019.

  • PRW Wealth Management reported no remaining Prudential Financial position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 68 Prudential Financial shares in Q2 2019, an estimated $6K.
  • PRW Wealth Management first reported a position in Prudential Financial in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Prudential Financial position peaked at $39K in Q4 2018.
  • 995 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.