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EPG Wealth Management’s Prudential Financial PRU Stock Holding History

EPG 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
2023
Q4 		– Sell
-2,689
Closed -$255K – 444
2023
Q3 		$255K Buy
2,689
+284
+12% +$26.9K 0.08% 207
2023
Q2 		$212K Buy
+2,405
New +$201K 0.06% 226
2020
Q2 		– Sell
-8
Closed – – 605
2020
Q1 		$0 Buy
+8
New +$636 ﹤0.01% 844

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

EPG Wealth Management's PRU Position: Q4 2023 in Review

EPG Wealth Management sold out of Prudential Financial (PRU) in Q4 2023, closing a stake of 2,689 shares — an estimated $255K sold.

EPG Wealth Management first reported a position in PRU in Q1 2020 and held it in 3 quarters. The position peaked at $255K in Q3 2023. 1,232 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

  • EPG Wealth Management reported no remaining Prudential Financial position as of Q4 2023 after selling out during the quarter.
  • EPG Wealth Management sold 2,689 Prudential Financial shares in Q4 2023, an estimated $255K.
  • EPG Wealth Management first reported a position in Prudential Financial in Q1 2020 and held it in 3 quarters.
  • EPG Wealth Management's Prudential Financial position peaked at $255K in Q3 2023.
  • 1,232 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on EPG Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.