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Gratus Wealth Advisors’s Prudential Financial PRU Stock Holding History

Gratus 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
2024
Q2 		– Sell
-1,871
Closed -$203K – 137
2024
Q1 		$203K Sell
1,871
-1,004
-35% -$108K 0.04% 133
2023
Q4 		$298K Buy
+2,875
New +$276K 0.06% 116

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gratus Wealth Advisors's PRU Position: Q2 2024 in Review

Gratus Wealth Advisors sold out of Prudential Financial (PRU) in Q2 2024, closing a stake of 1,871 shares — an estimated $203K sold.

Gratus Wealth Advisors first reported a position in PRU in Q4 2023 and held it in 2 quarters. The position peaked at $298K in Q4 2023. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

  • Gratus Wealth Advisors reported no remaining Prudential Financial position as of Q2 2024 after selling out during the quarter.
  • Gratus Wealth Advisors sold 1,871 Prudential Financial shares in Q2 2024, an estimated $203K.
  • Gratus Wealth Advisors first reported a position in Prudential Financial in Q4 2023 and held it in 2 quarters.
  • Gratus Wealth Advisors's Prudential Financial position peaked at $298K in Q4 2023.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on Gratus Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.