River Wealth Advisors’s Prudential Financial PRU Stock Holding History

River Wealth Advisors’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 Q1	–	Sell	-144	Closed	-$12K	–	394
2018 Q4	$12K	Sell	144 -44	-23%	-$4.05K	0.01%	402
2018 Q3	$19K	Buy	188 +21	+13%	+$2.07K	0.01%	385
2018 Q2	$16K	Buy	+167	New	+$16.9K	0.01%	394

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

River Wealth Advisors's PRU Position: Q1 2019 in Review

River Wealth Advisors sold out of Prudential Financial (PRU) in Q1 2019, closing a stake of 144 shares — an estimated $12K sold.

River Wealth Advisors first reported a position in PRU in Q2 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 1,001 funds tracked by Wall St. Rank hold PRU as of Q1 2019.

River Wealth Advisors reported no remaining Prudential Financial position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 144 Prudential Financial shares in Q1 2019, an estimated $12K.
River Wealth Advisors first reported a position in Prudential Financial in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Prudential Financial position peaked at $19K in Q3 2018.
1,001 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.