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SVA Wealth Management’s Prudential Financial PRU Stock Holding History

SVA Wealth Management’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
2020
Q4 		$873K Buy
11,186
+3,991
+55% +$288K 0.08% 132
2020
Q3 		$457K Buy
7,195
+824
+13% +$54.2K 0.05% 156
2020
Q2 		$388K Buy
6,371
+85
+1% +$4.99K 0.04% 156
2020
Q1 		$328K Buy
6,286
+1,315
+26% +$105K 0.04% 161
2019
Q4 		$466K Buy
+4,971
New +$456K 0.04% 158

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

SVA Wealth Management's PRU Position: Q4 2020 in Review

SVA Wealth Management increased its Prudential Financial (PRU) stake by 55% in Q4 2020, buying an estimated $288K and bringing the position to 11,186 shares worth $873K. The position accounts for 0.08% of the portfolio, ranked #132.

SVA Wealth Management first reported a position in PRU in Q4 2019 and has held it in 5 quarters since. 1,006 funds tracked by Wall St. Rank hold PRU as of Q4 2020.

  • SVA Wealth Management held 11,186 shares of Prudential Financial worth $873K as of Q4 2020.
  • SVA Wealth Management bought 3,991 Prudential Financial shares in Q4 2020, an estimated $288K.
  • Prudential Financial made up 0.08% of SVA Wealth Management's portfolio in Q4 2020, its #132 holding.
  • SVA Wealth Management first reported a position in Prudential Financial in Q4 2019 and has held it in 5 quarters since.
  • 1,006 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.