Bradley & Co Private Wealth Management’s Prudential Financial PRU Stock Holding History

Bradley & Co Private 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 Q1	–	Sell	-94	Closed	-$9.35K	–	173
2022 Q4	$9.35K	Hold	94	–	–	0.01%	117
2022 Q3	$8K	Hold	94	–	–	0.01%	132
2022 Q2	$9K	Hold	94	–	–	0.01%	136
2022 Q1	$11K	Hold	94	–	–	0.01%	125
2021 Q4	$10K	Hold	94	–	–	0.01%	132
2021 Q3	$10K	Hold	94	–	–	0.01%	139
2021 Q2	$10K	Hold	94	–	–	0.01%	144
2021 Q1	$9K	Buy	+94	New	+$8.05K	0.01%	145

Other funds holding PRU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Bradley & Co Private Wealth Management's PRU Position: Q1 2023 in Review

Bradley & Co Private Wealth Management sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 94 shares — an estimated $9.35K sold.

Bradley & Co Private Wealth Management first reported a position in PRU in Q1 2021 and held it in 8 quarters. The position peaked at $11K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

Bradley & Co Private Wealth Management reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 94 Prudential Financial shares in Q1 2023, an estimated $9.35K.
Bradley & Co Private Wealth Management first reported a position in Prudential Financial in Q1 2021 and held it in 8 quarters.
Bradley & Co Private Wealth Management's Prudential Financial position peaked at $11K in Q1 2022.
1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.