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Financial Advocates Investment Management’s Prudential Financial PRU Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-4,222
Closed -$499K – 766
2022
Q1 		$499K Buy
4,222
+257
+6% +$29.2K 0.03% 440
2021
Q4 		$429K Sell
3,965
-3,005
-43% -$326K 0.03% 525
2021
Q3 		$733K Buy
6,970
+217
+3% +$22.4K 0.05% 388
2021
Q2 		$692K Buy
6,753
+323
+5% +$33K 0.05% 405
2021
Q1 		$586K Buy
6,430
+2,622
+69% +$224K 0.04% 446
2020
Q4 		$297K Buy
+3,808
New +$275K 0.02% 567

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Advocates Investment Management's PRU Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 4,222 shares — an estimated $499K sold.

Financial Advocates Investment Management first reported a position in PRU in Q4 2020 and held it in 6 quarters. The position peaked at $733K in Q3 2021. 1,149 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,222 Prudential Financial shares in Q2 2022, an estimated $499K.
  • Financial Advocates Investment Management first reported a position in Prudential Financial in Q4 2020 and held it in 6 quarters.
  • Financial Advocates Investment Management's Prudential Financial position peaked at $733K in Q3 2021.
  • 1,149 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.