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BDO Wealth Advisors’s Prudential Financial PRU Stock Holding History

BDO Wealth Advisors’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 		$531K Buy
6,018
+313
+5% +$26.2K 0.06% 171
2023
Q1 		$472K Sell
5,705
-2
-0% -$191 0.06% 172
2022
Q4 		$568K Buy
5,707
+658
+13% +$66.6K 0.07% 165
2022
Q3 		$433K Sell
5,049
-1,030
-17% -$99.1K 0.06% 180
2022
Q2 		$582K Sell
6,079
-399
-6% -$42.2K 0.07% 159
2022
Q1 		$765K Buy
6,478
+239
+4% +$27.2K 0.08% 147
2021
Q4 		$675K Buy
6,239
+585
+10% +$63.5K 0.07% 160
2021
Q3 		$595K Buy
5,654
+398
+8% +$41K 0.07% 168
2021
Q2 		$539K Buy
5,256
+98
+2% +$10K 0.06% 177
2021
Q1 		$470K Buy
5,158
+70
+1% +$5.99K 0.06% 183
2020
Q4 		$397K Buy
5,088
+159
+3% +$11.5K 0.06% 166
2020
Q3 		$313K Buy
4,929
+467
+10% +$30.7K 0.05% 172
2020
Q2 		$272K Buy
4,462
+679
+18% +$39.9K 0.05% 188
2020
Q1 		$197K Buy
3,783
+1,059
+39% +$84.2K 0.04% 207
2019
Q4 		$255K Buy
2,724
+319
+13% +$29.3K 0.07% 170
2019
Q3 		$216K Buy
2,405
+147
+7% +$13.3K 0.06% 188
2019
Q2 		$228K Buy
2,258
+515
+30% +$51.3K 0.06% 182
2019
Q1 		$160K Buy
1,743
+538
+45% +$49.6K 0.05% 188
2018
Q4 		$98K Buy
1,205
+441
+58% +$40.6K 0.03% 204
2018
Q3 		$77K Sell
764
-40
-5% -$3.94K 0.02% 243
2018
Q2 		$75K Buy
804
+60
+8% +$6.06K 0.03% 243
2018
Q1 		$77K Buy
744
+440
+145% +$49.6K 0.03% 202
2017
Q4 		$35K Buy
304
+125
+70% +$14K 0.02% 235
2017
Q3 		$19K Hold
179
– – 0.01% 263
2017
Q2 		$19K Buy
+179
New +$19K 0.01% 309

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

BDO Wealth Advisors's PRU Position: Q2 2023 in Review

BDO Wealth Advisors increased its Prudential Financial (PRU) stake by 5.5% in Q2 2023, buying an estimated $26.2K and bringing the position to 6,018 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #171.

BDO Wealth Advisors first reported a position in PRU in Q2 2017 and has held it in 25 quarters since. The position peaked at $765K in Q1 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • BDO Wealth Advisors held 6,018 shares of Prudential Financial worth $531K as of Q2 2023.
  • BDO Wealth Advisors bought 313 Prudential Financial shares in Q2 2023, an estimated $26.2K.
  • Prudential Financial made up 0.06% of BDO Wealth Advisors's portfolio in Q2 2023, its #171 holding.
  • BDO Wealth Advisors first reported a position in Prudential Financial in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Prudential Financial position peaked at $765K in Q1 2022.
  • 1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.