Regal Wealth Group’s Prudential Financial PRU Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-194	Closed	-$18K	–	198
2021 Q1	$18K	Buy	194 +1	+0.5%	+$86	0.01%	148
2020 Q4	$15K	Hold	193	–	–	0.01%	145
2020 Q3	$12K	Buy	193 +1	+0.5%	+$66	0.01%	139
2020 Q2	$12K	Buy	192 +1	+0.5%	+$59	0.01%	137
2020 Q1	$10K	Hold	191	–	–	0.01%	124
2019 Q4	$18K	Buy	191 +1	+0.5%	+$92	0.01%	132
2019 Q3	$17K	Hold	190	–	–	0.01%	110
2019 Q2	$19K	Hold	190	–	–	0.01%	106
2019 Q1	$17K	Buy	190 +1	+0.5%	+$92	0.01%	104
2018 Q4	$15K	Buy	189 +1	+0.5%	+$92	0.01%	108
2018 Q3	$19K	Hold	188	–	–	0.01%	103
2018 Q2	$18K	Hold	188	–	–	0.02%	113
2018 Q1	$19K	Buy	188 +1	+0.5%	+$113	0.01%	106
2017 Q4	$22K	Sell	187 -1	-0.5%	-$112	0.02%	100
2017 Q3	$20K	Buy	188 +1	+0.5%	+$107	0.01%	94
2017 Q2	$20K	Hold	187	–	–	0.02%	96
2017 Q1	$20K	Hold	187	–	–	0.02%	97
2016 Q4	$19K	Hold	187	–	–	0.02%	96
2016 Q3	$15K	Buy	187 +1	+0.5%	+$77	0.01%	105
2016 Q2	$13K	Hold	186	–	–	0.01%	110
2016 Q1	$13K	Hold	186	–	–	0.01%	111
2015 Q4	$15K	Buy	+186	New	+$15.4K	0.01%	103

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regal Wealth Group's PRU Position: Q2 2021 in Review

Regal Wealth Group sold out of Prudential Financial (PRU) in Q2 2021, closing a stake of 194 shares — an estimated $18K sold.

Regal Wealth Group first reported a position in PRU in Q4 2015 and held it in 22 quarters. The position peaked at $22K in Q4 2017. 1,071 funds tracked by Wall St. Rank hold PRU as of Q2 2021.

Regal Wealth Group reported no remaining Prudential Financial position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 194 Prudential Financial shares in Q2 2021, an estimated $18K.
Regal Wealth Group first reported a position in Prudential Financial in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's Prudential Financial position peaked at $22K in Q4 2017.
1,071 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.