DB Wealth Management Group’s Prudential Financial PRU Stock Holding History

DB Wealth Management Group’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 Q4	$3.53K	Hold	34	–	–	﹤0.01%	331
2023 Q3	$3.23K	Hold	34	–	–	﹤0.01%	326
2023 Q2	$3K	Hold	34	–	–	﹤0.01%	332
2023 Q1	$2.81K	Hold	34	–	–	﹤0.01%	329
2022 Q4	$3.38K	Buy	+34	New	+$3.44K	﹤0.01%	316
2022 Q1	–	Sell	-34	Closed	-$4K	–	368
2021 Q4	$4K	Hold	34	–	–	﹤0.01%	314
2021 Q3	$4K	Hold	34	–	–	﹤0.01%	302
2021 Q2	$3K	Hold	34	–	–	﹤0.01%	321
2021 Q1	$3K	Hold	34	–	–	﹤0.01%	331
2020 Q4	$3K	Buy	+34	New	+$2.46K	﹤0.01%	327

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

DB Wealth Management Group's PRU Position: Q4 2023 in Review

DB Wealth Management Group held its Prudential Financial (PRU) position steady in Q4 2023 at 34 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

DB Wealth Management Group first reported a position in PRU in Q4 2020 and has held it in 10 quarters since. The position peaked at $4K in Q4 2021. 1,232 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

DB Wealth Management Group held 34 shares of Prudential Financial worth $3.53K as of Q4 2023.
DB Wealth Management Group left its Prudential Financial share count unchanged in Q4 2023.
Prudential Financial made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #331 holding.
DB Wealth Management Group first reported a position in Prudential Financial in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's Prudential Financial position peaked at $4K in Q4 2021.
1,232 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.