Gibson Wealth Advisors’s Prudential Financial PRU Stock Holding History

Gibson 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
2022 Q4	$1.5M	Buy	14,805 +14,417	+3,716%	+$1.46M	0.03%	66
2022 Q3	$33K	Sell	388 -30	-7%	-$2.89K	0.04%	61
2022 Q2	$40K	Hold	418	–	–	0.04%	51
2022 Q1	$49K	Hold	418	–	–	0.05%	50
2021 Q4	$45K	Buy	+418	New	+$45.4K	0.05%	46

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 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

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

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

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

Gibson Wealth Advisors's PRU Position: Q4 2022 in Review

Gibson Wealth Advisors increased its Prudential Financial (PRU) stake by 3,716% in Q4 2022, buying an estimated $1.46M and bringing the position to 14,805 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #66.

Gibson Wealth Advisors first reported a position in PRU in Q4 2021 and has held it in 5 quarters since. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

Gibson Wealth Advisors held 14,805 shares of Prudential Financial worth $1.5M as of Q4 2022.
Gibson Wealth Advisors bought 14,417 Prudential Financial shares in Q4 2022, an estimated $1.46M.
Prudential Financial made up 0.03% of Gibson Wealth Advisors's portfolio in Q4 2022, its #66 holding.
Gibson Wealth Advisors first reported a position in Prudential Financial in Q4 2021 and has held it in 5 quarters since.
1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.