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Adirondack Retirement Specialists’s Prudential Financial PRU Stock Holding History

Adirondack Retirement Specialists’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
2023
Q3 		– Sell
-35
Closed -$3.09K – 104
2023
Q2 		$3.09K Hold
35
– – ﹤0.01% 88
2023
Q1 		$2.88K Hold
35
– – ﹤0.01% 100
2022
Q4 		$3.48K Hold
35
– – ﹤0.01% 73
2022
Q3 		$3K Buy
+35
New +$3.37K ﹤0.01% 80

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Adirondack Retirement Specialists's PRU Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 35 shares — an estimated $3.09K sold.

Adirondack Retirement Specialists first reported a position in PRU in Q3 2022 and held it in 4 quarters. The position peaked at $3.48K in Q4 2022. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 35 Prudential Financial shares in Q3 2023, an estimated $3.09K.
  • Adirondack Retirement Specialists first reported a position in Prudential Financial in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Prudential Financial position peaked at $3.48K in Q4 2022.
  • 1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.