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Vanguard Capital Wealth Advisors’s Prudential Financial PRU Stock Holding History

Vanguard Capital Wealth Advisors’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
Q4 		– Sell
-1,982
Closed -$209 – 157
2021
Q3 		$209 Sell
1,982
-300
-13% -$30.9K 0.14% 136
2021
Q2 		$233K Sell
2,282
-200
-8% -$20.4K 0.18% 127
2021
Q1 		$233K Buy
+2,482
New +$212K 0.2% 108

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Capital Wealth Advisors's PRU Position: Q4 2021 in Review

Vanguard Capital Wealth Advisors sold out of Prudential Financial (PRU) in Q4 2021, closing a stake of 1,982 shares — an estimated $209 sold.

Vanguard Capital Wealth Advisors first reported a position in PRU in Q1 2021 and held it in 3 quarters. The position peaked at $233K in Q1 2021. 1,199 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

  • Vanguard Capital Wealth Advisors reported no remaining Prudential Financial position as of Q4 2021 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 1,982 Prudential Financial shares in Q4 2021, an estimated $209.
  • Vanguard Capital Wealth Advisors first reported a position in Prudential Financial in Q1 2021 and held it in 3 quarters.
  • Vanguard Capital Wealth Advisors's Prudential Financial position peaked at $233K in Q1 2021.
  • 1,199 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.