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Coulter & Justus Financial Services’s Prudential Financial PRU Stock Holding History

Coulter & Justus Financial Services’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
-5,066
Closed -$435K – 52
2022
Q3 		$435K Hold
5,066
– – 0.34% 26
2022
Q2 		$485K Buy
+5,066
New +$536K 0.39% 25
2022
Q1 		– Sell
-19,232
Closed -$2.08M – 45
2021
Q4 		$2.08M Buy
+19,232
New +$2.09M 1.64% 17

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Coulter & Justus Financial Services's PRU Position: Q4 2022 in Review

Coulter & Justus Financial Services sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 5,066 shares — an estimated $435K sold.

Coulter & Justus Financial Services first reported a position in PRU in Q4 2021 and held it in 3 quarters. The position peaked at $2.08M in Q4 2021. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • Coulter & Justus Financial Services reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 5,066 Prudential Financial shares in Q4 2022, an estimated $435K.
  • Coulter & Justus Financial Services first reported a position in Prudential Financial in Q4 2021 and held it in 3 quarters.
  • Coulter & Justus Financial Services's Prudential Financial position peaked at $2.08M in Q4 2021.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q4 2022, filed 10 Feb 2023.