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Blueprint Investment Partners’s Prudential Financial PRU Stock Holding History

Blueprint Investment Partners’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
2024
Q1 		– Sell
-2,066
Closed -$214K – 149
2023
Q4 		$214K Sell
2,066
-2,760
-57% -$265K 0.06% 127
2023
Q3 		$458K Buy
+4,826
New +$456K 0.15% 70
2022
Q2 		– Sell
-2,073
Closed -$245K – 201
2022
Q1 		$245K Buy
2,073
+365
+21% +$41.5K 0.06% 149
2021
Q4 		$185K Buy
1,708
+94
+6% +$10.2K 0.05% 192
2021
Q3 		$170K Buy
+1,614
New +$166K 0.08% 145

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Blueprint Investment Partners's PRU Position: Q1 2024 in Review

Blueprint Investment Partners sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 2,066 shares — an estimated $214K sold.

Blueprint Investment Partners first reported a position in PRU in Q3 2021 and held it in 5 quarters. The position peaked at $458K in Q3 2023. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • Blueprint Investment Partners reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • Blueprint Investment Partners sold 2,066 Prudential Financial shares in Q1 2024, an estimated $214K.
  • Blueprint Investment Partners first reported a position in Prudential Financial in Q3 2021 and held it in 5 quarters.
  • Blueprint Investment Partners's Prudential Financial position peaked at $458K in Q3 2023.
  • 1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Blueprint Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.