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Clearview Wealth Advisors’s Prudential Financial PRU Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-165
Closed -$14.6K – 486
2023
Q2 		$14.6K Hold
165
– – 0.01% 314
2023
Q1 		$13.7K Hold
165
– – 0.01% 321
2022
Q4 		$16.4K Sell
165
-178
-52% -$18K 0.01% 276
2022
Q3 		$29K Hold
343
– – 0.02% 215
2022
Q2 		$33K Sell
343
-59
-15% -$6.25K 0.02% 224
2022
Q1 		$48K Sell
402
-248
-38% -$28.2K 0.03% 201
2021
Q4 		$70K Buy
650
+90
+16% +$9.77K 0.04% 201
2021
Q3 		$59K Sell
560
-100
-15% -$10.3K 0.04% 223
2021
Q2 		$68K Buy
+660
New +$67.4K 0.04% 214

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clearview Wealth Advisors's PRU Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 165 shares — an estimated $14.6K sold.

Clearview Wealth Advisors first reported a position in PRU in Q2 2021 and held it in 9 quarters. The position peaked at $70K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 165 Prudential Financial shares in Q3 2023, an estimated $14.6K.
  • Clearview Wealth Advisors first reported a position in Prudential Financial in Q2 2021 and held it in 9 quarters.
  • Clearview Wealth Advisors's Prudential Financial position peaked at $70K in Q4 2021.
  • 1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.