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Safeguard Investment Advisory Group’s Prudential Financial PRU Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-440
Closed -$34K – 538
2020
Q4 		$34K Buy
+440
New +$31.8K 0.03% 241

Other funds holding PRU

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Safeguard Investment Advisory Group's PRU Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Prudential Financial (PRU) in Q1 2021, closing a stake of 440 shares — an estimated $34K sold.

Safeguard Investment Advisory Group first reported a position in PRU in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 1,049 funds tracked by Wall St. Rank hold PRU as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Prudential Financial position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 440 Prudential Financial shares in Q1 2021, an estimated $34K.
  • Safeguard Investment Advisory Group first reported a position in Prudential Financial in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Prudential Financial position peaked at $34K in Q4 2020.
  • 1,049 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.