RMR Wealth Builders’s Prudential Financial PRU Stock Holding History

RMR Wealth Builders’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	-531	Closed	-$48K	–	558
2021 Q1	$48K	Buy	531 +175	+49%	+$15K	0.01%	374
2020 Q4	$28K	Buy	+356	New	+$25.7K	0.01%	319
2020 Q3	–	Sell	-1,150	Closed	-$70K	–	406
2020 Q2	$70K	Buy	+1,150	New	+$67.5K	0.06%	198
2019 Q4	$14K	Buy	+150	New	+$13.8K	0.01%	330

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RMR Wealth Builders's PRU Position: Q2 2021 in Review

RMR Wealth Builders sold out of Prudential Financial (PRU) in Q2 2021, closing a stake of 531 shares — an estimated $48K sold.

RMR Wealth Builders first reported a position in PRU in Q4 2019 and held it in 4 quarters. The position peaked at $70K in Q2 2020. 1,072 funds tracked by Wall St. Rank hold PRU as of Q2 2021.

RMR Wealth Builders reported no remaining Prudential Financial position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 531 Prudential Financial shares in Q2 2021, an estimated $48K.
RMR Wealth Builders first reported a position in Prudential Financial in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's Prudential Financial position peaked at $70K in Q2 2020.
1,072 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.