WealthOne’s Prudential Financial PRU Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-78	Closed	-$6K	–	420
2018 Q4	$6K	Buy	+78	New	+$7.18K	0.01%	439

Other funds holding PRU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

WealthOne's PRU Position: Q1 2019 in Review

WealthOne sold out of Prudential Financial (PRU) in Q1 2019, closing a stake of 78 shares — an estimated $6K sold.

WealthOne first reported a position in PRU in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 1,002 funds tracked by Wall St. Rank hold PRU as of Q1 2019.

WealthOne reported no remaining Prudential Financial position as of Q1 2019 after selling out during the quarter.
WealthOne sold 78 Prudential Financial shares in Q1 2019, an estimated $6K.
WealthOne first reported a position in Prudential Financial in Q4 2018 and held it in 1 quarter.
WealthOne's Prudential Financial position peaked at $6K in Q4 2018.
1,002 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.