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Wealth Quarterback’s Prudential Financial PRU Stock Holding History

Wealth Quarterback’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
Q3 		$47K Buy
2,539
+1,806
+246% +$186K 0.03% 245
2021
Q2 		$76K Buy
+733
New +$74.9K 0.05% 198
2020
Q2 		– Sell
-2,474
Closed -$117K – 587
2020
Q1 		$117K Sell
2,474
-14,600
-86% -$1.16M 0.11% 141
2019
Q4 		$294K Buy
+17,074
New +$1.57M 0.26% 81

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealth Quarterback's PRU Position: Q3 2021 in Review

Wealth Quarterback increased its Prudential Financial (PRU) stake by 246% in Q3 2021, buying an estimated $186K and bringing the position to 2,539 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #245.

Wealth Quarterback first reported a position in PRU in Q4 2019 and has held it in 4 quarters since. The position peaked at $294K in Q4 2019. 1,093 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

  • Wealth Quarterback held 2,539 shares of Prudential Financial worth $47K as of Q3 2021.
  • Wealth Quarterback bought 1,806 Prudential Financial shares in Q3 2021, an estimated $186K.
  • Prudential Financial made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #245 holding.
  • Wealth Quarterback first reported a position in Prudential Financial in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Prudential Financial position peaked at $294K in Q4 2019.
  • 1,093 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.