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Granite Bay Wealth Management’s Prudential Financial PRU Stock Holding History

Granite Bay Wealth 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
2024
Q1 		– Sell
-33,138
Closed -$3.18M – 234
2023
Q4 		$3.18M Hold
33,138
– – 0.03% 138
2023
Q3 		$3.13M Buy
+33,138
New +$3.13M 0.03% 141

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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Granite Bay Wealth Management's PRU Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 33,138 shares — an estimated $3.18M sold.

Granite Bay Wealth Management first reported a position in PRU in Q3 2023 and held it in 2 quarters. The position peaked at $3.18M in Q4 2023. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 33,138 Prudential Financial shares in Q1 2024, an estimated $3.18M.
  • Granite Bay Wealth Management first reported a position in Prudential Financial in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Prudential Financial position peaked at $3.18M in Q4 2023.
  • 1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.