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Annapolis Financial Services’s Prudential Financial PRU Stock Holding History

Annapolis Financial 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
2023
Q2 		– Sell
-36
Closed -$2.98K – 496
2023
Q1 		$2.98K Hold
36
– – ﹤0.01% 388
2022
Q4 		$3.58K Hold
36
– – ﹤0.01% 372
2022
Q3 		$3K Hold
36
– – ﹤0.01% 437
2022
Q2 		$3K Hold
36
– – ﹤0.01% 371
2022
Q1 		$4K Hold
36
– – ﹤0.01% 369
2021
Q4 		$4K Hold
36
– – ﹤0.01% 372
2021
Q3 		$4K Hold
36
– – ﹤0.01% 361
2021
Q2 		$4K Hold
36
– – ﹤0.01% 337
2021
Q1 		$3K Hold
36
– – ﹤0.01% 346
2020
Q4 		$3K Buy
+36
New +$2.6K ﹤0.01% 349

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Annapolis Financial Services's PRU Position: Q2 2023 in Review

Annapolis Financial Services sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 36 shares — an estimated $2.98K sold.

Annapolis Financial Services first reported a position in PRU in Q4 2020 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • Annapolis Financial Services reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 36 Prudential Financial shares in Q2 2023, an estimated $2.98K.
  • Annapolis Financial Services first reported a position in Prudential Financial in Q4 2020 and held it in 10 quarters.
  • Annapolis Financial Services's Prudential Financial position peaked at $4K in Q1 2022.
  • 1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Annapolis Financial Services's 13F filing for Q2 2023, filed 18 Jul 2023.