DFPG Investments’s Prudential Financial PRU Stock Holding History

DFPG Investments’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	$231K	Sell	2,243 -34	-1%	-$3.26K	0.02%	578
2023 Q3	$207K	Buy	+2,277	New	+$215K	0.02%	548

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

DFPG Investments's PRU Position: Q4 2023 in Review

DFPG Investments reduced its Prudential Financial (PRU) stake by 1.5% in Q4 2023, selling an estimated $3.26K and leaving 2,243 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #578.

DFPG Investments first reported a position in PRU in Q3 2023 and has held it in 2 quarters since. 1,232 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

DFPG Investments held 2,243 shares of Prudential Financial worth $231K as of Q4 2023.
DFPG Investments sold 34 Prudential Financial shares in Q4 2023, an estimated $3.26K.
Prudential Financial made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #578 holding.
DFPG Investments first reported a position in Prudential Financial in Q3 2023 and has held it in 2 quarters since.
1,232 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.