Waldron Private Wealth’s Prudential Financial PRU Stock Holding History

Waldron Private Wealth’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 Q2	–	Sell	-7,343	Closed	-$382K	–	271
2020 Q1	$382K	Buy	+7,343	New	+$584K	0.04%	168

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Waldron Private Wealth's PRU Position: Q2 2020 in Review

Waldron Private Wealth sold out of Prudential Financial (PRU) in Q2 2020, closing a stake of 7,343 shares — an estimated $382K sold.

Waldron Private Wealth first reported a position in PRU in Q1 2020 and held it in 1 quarter. The position peaked at $382K in Q1 2020. 902 funds tracked by Wall St. Rank hold PRU as of Q2 2020.

Waldron Private Wealth reported no remaining Prudential Financial position as of Q2 2020 after selling out during the quarter.
Waldron Private Wealth sold 7,343 Prudential Financial shares in Q2 2020, an estimated $382K.
Waldron Private Wealth first reported a position in Prudential Financial in Q1 2020 and held it in 1 quarter.
Waldron Private Wealth's Prudential Financial position peaked at $382K in Q1 2020.
902 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2020.

Based on Waldron Private Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.