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Advance Capital Management’s Prudential Financial PRU Stock Holding History

Advance Capital Management’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
Q1 		– Sell
-2,913
Closed -$290K – 110
2022
Q4 		$290K Buy
+2,913
New +$295K 0.04% 80

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advance Capital Management's PRU Position: Q1 2023 in Review

Advance Capital Management sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 2,913 shares — an estimated $290K sold.

Advance Capital Management first reported a position in PRU in Q4 2022 and held it in 1 quarter. The position peaked at $290K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • Advance Capital Management reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
  • Advance Capital Management sold 2,913 Prudential Financial shares in Q1 2023, an estimated $290K.
  • Advance Capital Management first reported a position in Prudential Financial in Q4 2022 and held it in 1 quarter.
  • Advance Capital Management's Prudential Financial position peaked at $290K in Q4 2022.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on Advance Capital Management's 13F filing for Q1 2023, filed 4 Apr 2023.