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BCR Wealth Strategies’s Prudential Financial PRU Stock Holding History

BCR Wealth Strategies’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
Q4 		– Sell
-102
Closed -$9K – 77
2022
Q3 		$9K Hold
102
– – 0.01% 61
2022
Q2 		$10K Hold
102
– – 0.01% 63
2022
Q1 		$12K Hold
102
– – 0.01% 62
2021
Q4 		$11K Buy
+102
New +$11.1K 0.01% 73

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

BCR Wealth Strategies's PRU Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 102 shares — an estimated $9K sold.

BCR Wealth Strategies first reported a position in PRU in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q1 2022. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 102 Prudential Financial shares in Q4 2022, an estimated $9K.
  • BCR Wealth Strategies first reported a position in Prudential Financial in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Prudential Financial position peaked at $12K in Q1 2022.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.