SPIA
PFH

Steward Partners Investment Advisory’s Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 PFH Stock Holding History

Steward Partners Investment Advisory’s Portfolio PFH Stock Details PFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-27,150
Closed -$709K – 3283
2021
Q2 		$709K Buy
+27,150
New +$700K 0.01% 804

Other funds holding PFH

SC
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Steward Partners Investment Advisory's PFH Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 (PFH) in Q3 2021, closing a stake of 27,150 shares — an estimated $709K sold.

Steward Partners Investment Advisory first reported a position in PFH in Q2 2021 and held it in 1 quarter. The position peaked at $709K in Q2 2021. 1 fund tracked by Wall St. Rank holds PFH as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 27,150 Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 shares in Q3 2021, an estimated $709K.
  • Steward Partners Investment Advisory first reported a position in Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 position peaked at $709K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Prudential Financial Inc 4.125% Junior Subordinated Notes due 2060 as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.