Financial Synergies Wealth Advisors’s Prudential Financial PRU Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-416	Closed	-$48.8K	–	363
2024 Q1	$48.8K	Buy	416 +408	+5,100%	+$44K	0.01%	129
2023 Q4	$796	Sell	8 -402	-98%	-$38.6K	﹤0.01%	352
2023 Q3	$38.9K	Buy	410 +20	+5%	+$1.89K	0.01%	126
2023 Q2	$34.4K	Buy	390 +3	+0.8%	+$251	﹤0.01%	129
2023 Q1	$32K	Buy	387 +379	+4,738%	+$36.2K	﹤0.01%	139
2022 Q4	$796	Hold	8	–	–	﹤0.01%	352
2022 Q3	$687	Hold	8	–	–	﹤0.01%	342
2022 Q2	$766	Buy	+8	New	+$847	﹤0.01%	341

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Synergies Wealth Advisors's PRU Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Prudential Financial (PRU) in Q2 2024, closing a stake of 416 shares — an estimated $48.8K sold.

Financial Synergies Wealth Advisors first reported a position in PRU in Q2 2022 and held it in 8 quarters. The position peaked at $48.8K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Prudential Financial position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 416 Prudential Financial shares in Q2 2024, an estimated $48.8K.
Financial Synergies Wealth Advisors first reported a position in Prudential Financial in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Prudential Financial position peaked at $48.8K in Q1 2024.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.