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Sowa Financial Group’s Prudential Financial PRU Stock Holding History

Sowa Financial 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
-136
Closed -$11K – 186
2020
Q4 		$11K Buy
+136
New +$9.83K 0.01% 229
2020
Q3 		– Sell
-178
Closed -$11K – 319
2020
Q2 		$11K Hold
178
– – 0.01% 220
2020
Q1 		$9K Hold
178
– – 0.01% 214
2019
Q4 		$17K Buy
+178
New +$16.3K 0.01% 187

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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

Sowa Financial Group's PRU Position: Q1 2021 in Review

Sowa Financial Group sold out of Prudential Financial (PRU) in Q1 2021, closing a stake of 136 shares — an estimated $11K sold.

Sowa Financial Group first reported a position in PRU in Q4 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 1,049 funds tracked by Wall St. Rank hold PRU as of Q1 2021.

  • Sowa Financial Group reported no remaining Prudential Financial position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 136 Prudential Financial shares in Q1 2021, an estimated $11K.
  • Sowa Financial Group first reported a position in Prudential Financial in Q4 2019 and held it in 4 quarters.
  • Sowa Financial Group's Prudential Financial position peaked at $17K in Q4 2019.
  • 1,049 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.