Destination Wealth Management’s Prudential Financial PRU Stock Holding History

Destination 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 Q1	–	Sell	-8,843	Closed	-$957K	–	207
2021 Q4	$957K	Buy	+8,843	New	+$960K	0.03%	120
2019 Q3	–	Sell	-100	Closed	-$10K	–	410
2019 Q2	$10K	Sell	100 -106	-51%	-$10.6K	﹤0.01%	436
2019 Q1	$19K	Buy	206 +106	+106%	+$9.77K	﹤0.01%	390
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	425
2018 Q3	$10K	Buy	+100	New	+$9.86K	﹤0.01%	463
2018 Q2	–	Sell	-100	Closed	-$10K	–	615
2018 Q1	$10K	Buy	+100	New	+$11.3K	﹤0.01%	396

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

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

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

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

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

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

Destination Wealth Management's PRU Position: Q1 2022 in Review

Destination Wealth Management sold out of Prudential Financial (PRU) in Q1 2022, closing a stake of 8,843 shares — an estimated $957K sold.

Destination Wealth Management first reported a position in PRU in Q1 2018 and held it in 6 quarters. The position peaked at $957K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold PRU as of Q1 2022.

Destination Wealth Management reported no remaining Prudential Financial position as of Q1 2022 after selling out during the quarter.
Destination Wealth Management sold 8,843 Prudential Financial shares in Q1 2022, an estimated $957K.
Destination Wealth Management first reported a position in Prudential Financial in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Prudential Financial position peaked at $957K in Q4 2021.
1,217 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2022.

Based on Destination Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.