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CarsonAllaria Wealth Management’s Prudential Financial PRU Stock Holding History

CarsonAllaria 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
2022
Q4 		– Sell
-74
Closed -$6K – 363
2022
Q3 		$6K Buy
+74
New +$7.12K 0.01% 218

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Charles Schwab
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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

CarsonAllaria Wealth Management's PRU Position: Q4 2022 in Review

CarsonAllaria Wealth Management sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 74 shares — an estimated $6K sold.

CarsonAllaria Wealth Management first reported a position in PRU in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • CarsonAllaria Wealth Management reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 74 Prudential Financial shares in Q4 2022, an estimated $6K.
  • CarsonAllaria Wealth Management first reported a position in Prudential Financial in Q3 2022 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Prudential Financial position peaked at $6K in Q3 2022.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.