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Financial Enhancement Group’s Prudential Financial PRU Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-186
Closed -$16K – 270
2022
Q3 		$16K Hold
186
– – ﹤0.01% 171
2022
Q2 		$18K Sell
186
-1
-0.5% -$106 ﹤0.01% 169
2022
Q1 		$22K Hold
187
– – ﹤0.01% 163
2021
Q4 		$20K Sell
187
-402
-68% -$43.7K ﹤0.01% 173
2021
Q3 		$62K Buy
589
+140
+31% +$14.4K 0.01% 128
2021
Q2 		$46K Buy
449
+47
+12% +$4.8K 0.01% 129
2021
Q1 		$37K Buy
+402
New +$34.4K 0.01% 134
2020
Q1 		– Sell
-8
Closed -$1K – 307
2019
Q4 		$1K Hold
8
– – ﹤0.01% 253
2019
Q3 		$1K Hold
8
– – ﹤0.01% 267
2019
Q2 		$1K Hold
8
– – ﹤0.01% 264
2019
Q1 		$1K Hold
8
– – ﹤0.01% 280
2018
Q4 		$1K Hold
8
– – ﹤0.01% 236
2018
Q3 		$1K Hold
8
– – ﹤0.01% 236
2018
Q2 		$1K Sell
8
-40
-83% -$4.04K ﹤0.01% 233
2018
Q1 		$5K Buy
+48
New +$5.41K ﹤0.01% 213

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Enhancement Group's PRU Position: Q4 2022 in Review

Financial Enhancement Group sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 186 shares — an estimated $16K sold.

Financial Enhancement Group first reported a position in PRU in Q1 2018 and held it in 15 quarters. The position peaked at $62K in Q3 2021. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • Financial Enhancement Group reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 186 Prudential Financial shares in Q4 2022, an estimated $16K.
  • Financial Enhancement Group first reported a position in Prudential Financial in Q1 2018 and held it in 15 quarters.
  • Financial Enhancement Group's Prudential Financial position peaked at $62K in Q3 2021.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.