CSIA
PRU icon

Carl Stuart Investment Advisor’s Prudential Financial PRU Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-422
Closed -$6.05M – 43
2023
Q1 		$6.05M Buy
+422
New +$40.3K 5.79% 7
2022
Q2 		– Sell
-422
Closed -$499K – 82
2022
Q1 		$499K Buy
+422
New +$48K 0.04% 68

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

Carl Stuart Investment Advisor's PRU Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 422 shares — an estimated $6.05M sold.

Carl Stuart Investment Advisor first reported a position in PRU in Q1 2022 and held it in 2 quarters. The position peaked at $6.05M in Q1 2023. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 422 Prudential Financial shares in Q2 2023, an estimated $6.05M.
  • Carl Stuart Investment Advisor first reported a position in Prudential Financial in Q1 2022 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's Prudential Financial position peaked at $6.05M in Q1 2023.
  • 1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.