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Fort Point Capital Partners’s Prudential Financial PRU Stock Holding History

Fort Point Capital Partners’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
-3,028
Closed -$260K – 293
2022
Q3 		$260K Buy
3,028
+307
+11% +$29.6K 0.04% 225
2022
Q2 		$260K Buy
2,721
+239
+10% +$25.3K 0.04% 237
2022
Q1 		$293K Buy
2,482
+216
+10% +$24.6K 0.04% 236
2021
Q4 		$245K Buy
+2,266
New +$246K 0.03% 249

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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

Fort Point Capital Partners's PRU Position: Q4 2022 in Review

Fort Point Capital Partners sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 3,028 shares — an estimated $260K sold.

Fort Point Capital Partners first reported a position in PRU in Q4 2021 and held it in 4 quarters. The position peaked at $293K in Q1 2022. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • Fort Point Capital Partners reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
  • Fort Point Capital Partners sold 3,028 Prudential Financial shares in Q4 2022, an estimated $260K.
  • Fort Point Capital Partners first reported a position in Prudential Financial in Q4 2021 and held it in 4 quarters.
  • Fort Point Capital Partners's Prudential Financial position peaked at $293K in Q1 2022.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Fort Point Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.