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Taylor Hoffman Wealth Management’s Prudential Financial PRU Stock Holding History

Taylor Hoffman 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
Q3 		– Sell
-112
Closed -$7K – 298
2020
Q2 		$7K Buy
+112
New +$6.58K ﹤0.01% 312
2020
Q1 		– Sell
-112
Closed -$10K – 309
2019
Q4 		$10K Hold
112
– – 0.01% 317
2019
Q3 		$10K Hold
112
– – 0.01% 310
2019
Q2 		$11K Hold
112
– – 0.01% 282
2019
Q1 		$10K Hold
112
– – 0.01% 289
2018
Q4 		$9K Hold
112
– – 0.01% 286
2018
Q3 		$11K Hold
112
– – 0.01% 280
2018
Q2 		$10K Sell
112
-96
-46% -$9.7K 0.01% 268
2018
Q1 		$22K Hold
208
– – 0.02% 236
2017
Q4 		$24K Buy
+208
New +$23.4K 0.02% 234

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Taylor Hoffman Wealth Management's PRU Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Prudential Financial (PRU) in Q3 2020, closing a stake of 112 shares — an estimated $7K sold.

Taylor Hoffman Wealth Management first reported a position in PRU in Q4 2017 and held it in 10 quarters. The position peaked at $24K in Q4 2017. 918 funds tracked by Wall St. Rank hold PRU as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining Prudential Financial position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 112 Prudential Financial shares in Q3 2020, an estimated $7K.
  • Taylor Hoffman Wealth Management first reported a position in Prudential Financial in Q4 2017 and held it in 10 quarters.
  • Taylor Hoffman Wealth Management's Prudential Financial position peaked at $24K in Q4 2017.
  • 918 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.