Curi Wealth Management’s Prudential Financial PRU Stock Holding History

Curi 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 Q3	–	Sell	-112	Closed	-$11K	–	570
2022 Q2	$11K	Hold	112	–	–	﹤0.01%	367
2022 Q1	$13K	Sell	112 -13	-10%	-$1.48K	﹤0.01%	331
2021 Q4	$13K	Buy	+125	New	+$13.6K	﹤0.01%	290
2021 Q1	–	Sell	-25	Closed	-$1K	–	391
2020 Q4	$1K	Buy	+25	New	+$1.81K	﹤0.01%	369

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Curi Wealth Management's PRU Position: Q3 2022 in Review

Curi Wealth Management sold out of Prudential Financial (PRU) in Q3 2022, closing a stake of 112 shares — an estimated $11K sold.

Curi Wealth Management first reported a position in PRU in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold PRU as of Q3 2022.

Curi Wealth Management reported no remaining Prudential Financial position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 112 Prudential Financial shares in Q3 2022, an estimated $11K.
Curi Wealth Management first reported a position in Prudential Financial in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Prudential Financial position peaked at $13K in Q1 2022.
1,123 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.