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Wealthspire Advisors (Maryland)’s Prudential Financial PRU Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$349K Buy
5,497
+595
+12% +$39.1K 0.01% 327
2020
Q2 		$299K Buy
4,902
+142
+3% +$8.34K 0.02% 341
2020
Q1 		$248K Sell
4,760
-1,022
-18% -$81.2K 0.02% 343
2019
Q4 		$542K Buy
5,782
+116
+2% +$10.7K 0.04% 269
2019
Q3 		$510K Buy
5,666
+128
+2% +$11.6K 0.04% 257
2019
Q2 		$559K Buy
5,538
+29
+0.5% +$2.89K 0.04% 238
2019
Q1 		$506K Buy
5,509
+84
+2% +$7.75K 0.04% 249
2018
Q4 		$442K Buy
5,425
+1,763
+48% +$162K 0.04% 242
2018
Q3 		$371K Buy
3,662
+443
+14% +$43.7K 0.03% 307
2018
Q2 		$301K Sell
3,219
-162
-5% -$16.4K 0.03% 363
2018
Q1 		$350K Sell
3,381
-67
-2% -$7.55K 0.03% 322
2017
Q4 		$396K Sell
3,448
-45
-1% -$5.05K 0.04% 307
2017
Q3 		$371K Sell
3,493
-18
-0.5% -$1.92K 0.04% 311
2017
Q2 		$380K Buy
3,511
+788
+29% +$83.7K 0.05% 279
2017
Q1 		$290K Sell
2,723
-56
-2% -$6.04K 0.04% 292
2016
Q4 		$289K Buy
2,779
+66
+2% +$6.26K 0.04% 285
2016
Q3 		$222K Sell
2,713
-101
-4% -$7.75K 0.03% 350
2016
Q2 		$201K Buy
2,814
+413
+17% +$31.2K 0.03% 365
2016
Q1 		$173K Buy
2,401
+313
+15% +$21.8K 0.03% 394
2015
Q4 		$170K Buy
+2,088
New +$173K 0.03% 397

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PRU Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Prudential Financial (PRU) stake by 12% in Q3 2020, buying an estimated $39.1K and bringing the position to 5,497 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #327.

Wealthspire Advisors (Maryland) first reported a position in PRU in Q4 2015 and has held it in 20 quarters since. The position peaked at $559K in Q2 2019. 918 funds tracked by Wall St. Rank hold PRU as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,497 shares of Prudential Financial worth $349K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 595 Prudential Financial shares in Q3 2020, an estimated $39.1K.
  • Prudential Financial made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #327 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Prudential Financial in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Prudential Financial position peaked at $559K in Q2 2019.
  • 918 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.