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Cyndeo Wealth Partners’s Prudential Financial PRU Stock Holding History

Cyndeo Wealth Partners’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
Q2 		– Sell
-39,389
Closed -$3.26M – 346
2023
Q1 		$3.26M Buy
39,389
+10,159
+35% +$970K 0.35% 92
2022
Q4 		$2.91M Buy
+29,230
New +$2.96M 0.34% 97

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State Street
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cyndeo Wealth Partners's PRU Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 39,389 shares — an estimated $3.26M sold.

Cyndeo Wealth Partners first reported a position in PRU in Q4 2022 and held it in 2 quarters. The position peaked at $3.26M in Q1 2023. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • Cyndeo Wealth Partners reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 39,389 Prudential Financial shares in Q2 2023, an estimated $3.26M.
  • Cyndeo Wealth Partners first reported a position in Prudential Financial in Q4 2022 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Prudential Financial position peaked at $3.26M in Q1 2023.
  • 1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.