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Wealthfront’s Prudential Financial PRU Stock Holding History

Wealthfront’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
2018
Q3 		$2.16M Buy
21,289
+685
+3% +$67.5K 0.02% 117
2018
Q2 		$1.93M Buy
20,604
+1,389
+7% +$140K 0.02% 131
2018
Q1 		$1.99M Buy
19,215
+3,009
+19% +$339K 0.02% 138
2017
Q4 		$1.86M Buy
16,206
+686
+4% +$77K 0.02% 132
2017
Q3 		$1.65M Buy
15,520
+4,073
+36% +$435K 0.02% 130
2017
Q2 		$1.24M Buy
11,447
+205
+2% +$21.8K 0.02% 129
2017
Q1 		$1.2M Buy
11,242
+978
+10% +$106K 0.02% 126
2016
Q4 		$1.07M Buy
10,264
+638
+7% +$60.5K 0.02% 111
2016
Q3 		$786K Buy
9,626
+1,811
+23% +$139K 0.02% 131
2016
Q2 		$558K Buy
7,815
+1,276
+20% +$96.3K 0.02% 153
2016
Q1 		$472K Sell
6,539
-17
-0.3% -$1.19K 0.01% 160
2015
Q4 		$534K Buy
6,556
+2,047
+45% +$169K 0.02% 137
2015
Q3 		$344K Buy
4,509
+64
+1% +$5.37K 0.01% 176
2015
Q2 		$389K Buy
4,445
+1,774
+66% +$151K 0.02% 145
2015
Q1 		$215K Buy
2,671
+664
+33% +$53.8K 0.01% 233
2014
Q4 		$182K Sell
2,007
-405
-17% -$34.8K 0.01% 236
2014
Q3 		$212K Buy
2,412
+763
+46% +$68.2K 0.01% 143
2014
Q2 		$151K Buy
1,649
+909
+123% +$76.4K 0.01% 141
2014
Q1 		$64K Buy
+740
New +$63.7K 0.01% 209

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront's PRU Position: Q3 2018 in Review

Wealthfront increased its Prudential Financial (PRU) stake by 3.3% in Q3 2018, buying an estimated $67.5K and bringing the position to 21,289 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #117.

Wealthfront first reported a position in PRU in Q1 2014 and has held it in 19 quarters since. 978 funds tracked by Wall St. Rank hold PRU as of Q3 2018.

  • Wealthfront held 21,289 shares of Prudential Financial worth $2.16M as of Q3 2018.
  • Wealthfront bought 685 Prudential Financial shares in Q3 2018, an estimated $67.5K.
  • Prudential Financial made up 0.02% of Wealthfront's portfolio in Q3 2018, its #117 holding.
  • Wealthfront first reported a position in Prudential Financial in Q1 2014 and has held it in 19 quarters since.
  • 978 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.