YorkBridge Wealth Partners’s Prudential Financial PRU Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-1,848	Closed	-$187K	–	527
2019 Q2	$187K	Hold	1,848	–	–	0.08%	178
2019 Q1	$170K	Sell	1,848 -150	-8%	-$13.8K	0.08%	181
2018 Q4	$163K	Hold	1,998	–	–	0.09%	169
2018 Q3	$203K	Hold	1,998	–	–	0.09%	165
2018 Q2	$187K	Sell	1,998 -1,017	-34%	-$103K	0.08%	181
2018 Q1	$317K	Buy	3,015 +54	+2%	+$6.09K	0.15%	137
2017 Q4	$328K	Sell	2,961 -1,329	-31%	-$149K	0.16%	132
2017 Q3	$456K	Sell	4,290 -74	-2%	-$7.91K	0.24%	92
2017 Q2	$481K	Sell	4,364 -135	-3%	-$14.3K	0.26%	90
2017 Q1	$484K	Sell	4,499 -164	-4%	-$17.7K	0.25%	87
2016 Q4	$470K	Buy	+4,663	New	+$442K	0.28%	87

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

YorkBridge Wealth Partners's PRU Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 1,848 shares — an estimated $187K sold.

YorkBridge Wealth Partners first reported a position in PRU in Q4 2016 and held it in 11 quarters. The position peaked at $484K in Q1 2017. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,848 Prudential Financial shares in Q3 2019, an estimated $187K.
YorkBridge Wealth Partners first reported a position in Prudential Financial in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Prudential Financial position peaked at $484K in Q1 2017.
955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.