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Advocacy Wealth Management Services’s Prudential Financial PRU Stock Holding History

Advocacy Wealth Management Services’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
2022
Q2 		– Sell
-10
Closed -$1K – 188
2022
Q1 		$1K Hold
10
– – ﹤0.01% 176
2021
Q4 		$1K Hold
10
– – ﹤0.01% 176
2021
Q3 		$1K Hold
10
– – ﹤0.01% 169
2021
Q2 		$1K Buy
+10
New +$1.02K ﹤0.01% 184

Other funds holding PRU

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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advocacy Wealth Management Services's PRU Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in PRU in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 10 Prudential Financial shares in Q2 2022, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in Prudential Financial in Q2 2021 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Prudential Financial position peaked at $1K in Q1 2022.
  • 1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.