Capital Advisory Group Advisory Services’s Prudential Financial PRU Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-151	Closed	-$18K	–	409
2022 Q1	$18K	Buy	+151	New	+$17.2K	0.01%	313
2021 Q4	–	Sell	-51	Closed	-$5K	–	411
2021 Q3	$5K	Sell	51 -8,155	-99%	-$840K	﹤0.01%	459
2021 Q2	$841K	Buy	8,206 +1,175	+17%	+$120K	0.31%	80
2021 Q1	$641K	Buy	7,031 +924	+15%	+$79.1K	0.25%	95
2020 Q4	$477K	Buy	6,107 +2,765	+83%	+$200K	0.2%	95
2020 Q3	$212K	Buy	3,342 +3,294	+6,863%	+$217K	0.11%	129
2020 Q2	$3K	Buy	+48	New	+$2.82K	﹤0.01%	408

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's PRU Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 151 shares — an estimated $18K sold.

Capital Advisory Group Advisory Services first reported a position in PRU in Q2 2020 and held it in 7 quarters. The position peaked at $841K in Q2 2021. 1,149 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 151 Prudential Financial shares in Q2 2022, an estimated $18K.
Capital Advisory Group Advisory Services first reported a position in Prudential Financial in Q2 2020 and held it in 7 quarters.
Capital Advisory Group Advisory Services's Prudential Financial position peaked at $841K in Q2 2021.
1,149 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.