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Certified Advisory Corp’s Prudential Financial PRU Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-785
Closed -$92.2K – 295
2024
Q1 		$92.2K Buy
785
+6
+0.8% +$647 0.01% 263
2023
Q4 		$80.8K Sell
779
-26
-3% -$2.49K 0.01% 262
2023
Q3 		$76.4K Buy
805
+6
+0.8% +$568 0.01% 246
2023
Q2 		$70.5K Buy
799
+207
+35% +$17.3K 0.01% 232
2023
Q1 		$49K Buy
+592
New +$56.5K 0.01% 248
2022
Q3 		– Sell
-32
Closed -$3K – 250
2022
Q2 		$3K Sell
32
-532
-94% -$56.3K ﹤0.01% 208
2022
Q1 		$67K Buy
+564
New +$64.1K 0.01% 223
2021
Q4 		– Sell
-32
Closed -$3K – 251
2021
Q3 		$3K Buy
+32
New +$3.3K ﹤0.01% 219
2021
Q2 		– Sell
-545
Closed -$50K – 596
2021
Q1 		$50K Buy
+545
New +$46.7K 0.01% 349
2020
Q2 		$32K Buy
527
+7
+1% +$411 0.01% 367
2020
Q1 		$27K Buy
520
+7
+1% +$556 0.01% 364
2019
Q4 		$48K Buy
513
+5
+1% +$459 0.02% 323
2019
Q3 		$46K Buy
508
+35
+7% +$3.17K 0.02% 336
2019
Q2 		$48K Sell
473
-41
-8% -$4.09K 0.02% 326
2019
Q1 		$47K Buy
514
+10
+2% +$922 0.02% 308
2018
Q4 		$41K Buy
504
+15
+3% +$1.38K 0.02% 307
2018
Q3 		$49K Sell
489
-52
-10% -$5.13K 0.02% 305
2018
Q2 		$51K Buy
541
+5
+0.9% +$505 0.03% 282
2018
Q1 		$55K Buy
536
+3
+0.6% +$338 0.03% 253
2017
Q4 		$60K Buy
+533
New +$59.8K 0.04% 209

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Certified Advisory Corp's PRU Position: Q2 2024 in Review

Certified Advisory Corp sold out of Prudential Financial (PRU) in Q2 2024, closing a stake of 785 shares — an estimated $92.2K sold.

Certified Advisory Corp first reported a position in PRU in Q4 2017 and held it in 20 quarters. The position peaked at $92.2K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

  • Certified Advisory Corp reported no remaining Prudential Financial position as of Q2 2024 after selling out during the quarter.
  • Certified Advisory Corp sold 785 Prudential Financial shares in Q2 2024, an estimated $92.2K.
  • Certified Advisory Corp first reported a position in Prudential Financial in Q4 2017 and held it in 20 quarters.
  • Certified Advisory Corp's Prudential Financial position peaked at $92.2K in Q1 2024.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on Certified Advisory Corp's 13F filing for Q2 2024, filed 13 Aug 2024.