BlackDiamond Wealth Management’s Prudential Financial PRU Stock Holding History

BlackDiamond Wealth 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 Q3	–	Sell	-4,007	Closed	-$382K	–	135
2023 Q2	$382K	Sell	4,007 -273	-6%	-$22.8K	0.32%	76
2023 Q1	$359K	Buy	4,280 +259	+6%	+$24.7K	0.37%	68
2022 Q4	$399K	Sell	4,021 -66	-2%	-$6.68K	0.45%	63
2022 Q3	$414K	Buy	4,087 +1,074	+36%	+$103K	0.5%	49
2022 Q2	$289K	Buy	3,013 +91	+3%	+$9.63K	0.36%	82
2022 Q1	$345K	Sell	2,922 -494	-14%	-$56.2K	0.41%	70
2021 Q4	$370K	Buy	+3,416	New	+$371K	0.42%	79

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackDiamond Wealth Management's PRU Position: Q3 2023 in Review

BlackDiamond Wealth Management sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 4,007 shares — an estimated $382K sold.

BlackDiamond Wealth Management first reported a position in PRU in Q4 2021 and held it in 7 quarters. The position peaked at $414K in Q3 2022. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

BlackDiamond Wealth Management reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
BlackDiamond Wealth Management sold 4,007 Prudential Financial shares in Q3 2023, an estimated $382K.
BlackDiamond Wealth Management first reported a position in Prudential Financial in Q4 2021 and held it in 7 quarters.
BlackDiamond Wealth Management's Prudential Financial position peaked at $414K in Q3 2022.
1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.