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FourThought Financial Partners’s Prudential Financial PRU Stock Holding History

FourThought Financial 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
2023
Q3 		– Sell
-15,220
Closed -$1.34M – 326
2023
Q2 		$1.34M Buy
15,220
+861
+6% +$72K 0.18% 100
2023
Q1 		$1.19M Buy
14,359
+686
+5% +$65.5K 0.16% 111
2022
Q4 		$1.36M Buy
+13,673
New +$1.38M 0.2% 102

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Morgan Stanley
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Northern Trust
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Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FourThought Financial Partners's PRU Position: Q3 2023 in Review

FourThought Financial Partners sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 15,220 shares — an estimated $1.34M sold.

FourThought Financial Partners first reported a position in PRU in Q4 2022 and held it in 3 quarters. The position peaked at $1.36M in Q4 2022. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

  • FourThought Financial Partners reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 15,220 Prudential Financial shares in Q3 2023, an estimated $1.34M.
  • FourThought Financial Partners first reported a position in Prudential Financial in Q4 2022 and held it in 3 quarters.
  • FourThought Financial Partners's Prudential Financial position peaked at $1.36M in Q4 2022.
  • 1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on FourThought Financial Partners's 13F filing for Q3 2023, filed 13 Nov 2023.