GKWIM
PRU icon

Gerber Kawasaki Wealth & Investment Management’s Prudential Financial PRU Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-6
Closed -$6K – 878
2021
Q3 		$6K Buy
+6
New +$618 ﹤0.01% 738

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PRU Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Prudential Financial (PRU) in Q4 2021, closing a stake of 6 shares — an estimated $6K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PRU in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 1,200 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Prudential Financial position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 6 Prudential Financial shares in Q4 2021, an estimated $6K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Prudential Financial in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Prudential Financial position peaked at $6K in Q3 2021.
  • 1,200 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.