Core Wealth Advisors (Florida)’s Prudential Financial PRU Stock Holding History

Core Wealth Advisors (Florida)’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	-57	Closed	-$6.69K	–	192
2024 Q1	$6.69K	Hold	57	–	–	﹤0.01%	211
2023 Q4	$5.91K	Hold	57	–	–	﹤0.01%	211
2023 Q3	$5.41K	Hold	57	–	–	﹤0.01%	196
2023 Q2	$5.03K	Hold	57	–	–	﹤0.01%	194
2023 Q1	$4.72K	Hold	57	–	–	﹤0.01%	200
2022 Q4	$5.67K	Hold	57	–	–	﹤0.01%	198
2022 Q3	$5K	Hold	57	–	–	﹤0.01%	172
2022 Q2	$5K	Hold	57	–	–	﹤0.01%	176
2022 Q1	$7K	Hold	57	–	–	﹤0.01%	157
2021 Q4	$6K	Hold	57	–	–	﹤0.01%	177
2021 Q3	$6K	Hold	57	–	–	﹤0.01%	150
2021 Q2	$6K	Hold	57	–	–	﹤0.01%	146
2021 Q1	$5K	Hold	57	–	–	﹤0.01%	143
2020 Q4	$4K	Hold	57	–	–	﹤0.01%	152
2020 Q3	$4K	Hold	57	–	–	﹤0.01%	124
2020 Q2	$3K	Hold	57	–	–	﹤0.01%	109
2020 Q1	$3K	Hold	57	–	–	﹤0.01%	122
2019 Q4	$5K	Buy	+57	New	+$5.23K	﹤0.01%	99

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Core Wealth Advisors (Florida)'s PRU Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Prudential Financial (PRU) in Q2 2024, closing a stake of 57 shares — an estimated $6.69K sold.

Core Wealth Advisors (Florida) first reported a position in PRU in Q4 2019 and held it in 18 quarters. The position peaked at $7K in Q1 2022. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Prudential Financial position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 57 Prudential Financial shares in Q2 2024, an estimated $6.69K.
Core Wealth Advisors (Florida) first reported a position in Prudential Financial in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Prudential Financial position peaked at $7K in Q1 2022.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.