Wealthcare Capital Management’s Prudential Financial PRU Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-228	Closed	-$21K	–	528
2021 Q1	$21K	Buy	+228	New	+$19.5K	﹤0.01%	207
2020 Q2	–	Sell	-171	Closed	-$9K	–	198
2020 Q1	$9K	Buy	171 +30	+21%	+$2.38K	﹤0.01%	153
2019 Q4	$13K	Buy	141 +41	+41%	+$3.77K	﹤0.01%	169
2019 Q3	$9K	Hold	100	–	–	﹤0.01%	160
2019 Q2	$10K	Hold	100	–	–	﹤0.01%	149
2019 Q1	$9K	Hold	100	–	–	﹤0.01%	163
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	160
2018 Q3	$10K	Hold	100	–	–	﹤0.01%	156
2018 Q2	$9K	Hold	100	–	–	﹤0.01%	152
2018 Q1	$10K	Hold	100	–	–	﹤0.01%	148
2017 Q4	$11K	Hold	100	–	–	﹤0.01%	135
2017 Q3	$11K	Hold	100	–	–	﹤0.01%	129
2017 Q2	$11K	Hold	100	–	–	﹤0.01%	123
2017 Q1	$11K	Hold	100	–	–	﹤0.01%	125
2016 Q4	$10K	Hold	100	–	–	﹤0.01%	123
2016 Q3	$8K	Hold	100	–	–	﹤0.01%	133
2016 Q2	$7K	Hold	100	–	–	﹤0.01%	134
2016 Q1	$7K	Hold	100	–	–	﹤0.01%	146
2015 Q4	$8K	Hold	100	–	–	﹤0.01%	155
2015 Q3	$8K	Hold	100	–	–	﹤0.01%	169
2015 Q2	$9K	Hold	100	–	–	﹤0.01%	218
2015 Q1	$8K	Hold	100	–	–	﹤0.01%	539
2014 Q4	$9K	Hold	100	–	–	﹤0.01%	135
2014 Q3	$9K	Buy	+100	New	+$8.94K	﹤0.01%	165

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthcare Capital Management's PRU Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Prudential Financial (PRU) in Q2 2021, closing a stake of 228 shares — an estimated $21K sold.

Wealthcare Capital Management first reported a position in PRU in Q3 2014 and held it in 24 quarters. The position peaked at $21K in Q1 2021. 1,071 funds tracked by Wall St. Rank hold PRU as of Q2 2021.

Wealthcare Capital Management reported no remaining Prudential Financial position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 228 Prudential Financial shares in Q2 2021, an estimated $21K.
Wealthcare Capital Management first reported a position in Prudential Financial in Q3 2014 and held it in 24 quarters.
Wealthcare Capital Management's Prudential Financial position peaked at $21K in Q1 2021.
1,071 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.