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DCM Advisors’s Prudential Financial PRU Stock Holding History

DCM Advisors’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
Q1 		– Sell
-3,800
Closed -$394K – 107
2023
Q4 		$394K Buy
+3,800
New +$364K 0.14% 90
2022
Q3 		– Sell
-11,011
Closed -$1.05M – 209
2022
Q2 		$1.05M Sell
11,011
-1,008
-8% -$107K 0.46% 56
2022
Q1 		$1.42M Buy
12,019
+1,912
+19% +$217K 0.5% 54
2021
Q4 		$1.09M Buy
10,107
+3,544
+54% +$385K 0.32% 78
2021
Q3 		$690K Buy
+6,563
New +$676K 0.27% 103

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

DCM Advisors's PRU Position: Q1 2024 in Review

DCM Advisors sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 3,800 shares — an estimated $394K sold.

DCM Advisors first reported a position in PRU in Q3 2021 and held it in 5 quarters. The position peaked at $1.42M in Q1 2022. 1,264 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • DCM Advisors reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • DCM Advisors sold 3,800 Prudential Financial shares in Q1 2024, an estimated $394K.
  • DCM Advisors first reported a position in Prudential Financial in Q3 2021 and held it in 5 quarters.
  • DCM Advisors's Prudential Financial position peaked at $1.42M in Q1 2022.
  • 1,264 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.