Graves Light Lenhart Wealth’s Prudential Financial PRU Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-632	Closed	-$60K	–	482
2022 Q2	$60K	Sell	632 -87	-12%	-$9.21K	0.01%	286
2022 Q1	$85K	Buy	719 +1	+0.1%	+$114	0.01%	290
2021 Q4	$78K	Hold	718	–	–	0.01%	339
2021 Q3	$75K	Buy	718 +1	+0.1%	+$103	0.01%	320
2021 Q2	$73K	Hold	717	–	–	0.01%	332
2021 Q1	$65K	Buy	717 +1	+0.1%	+$86	0.01%	341
2020 Q4	$56K	Buy	+716	New	+$51.7K	0.01%	354

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Graves Light Lenhart Wealth's PRU Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Prudential Financial (PRU) in Q3 2022, closing a stake of 632 shares — an estimated $60K sold.

Graves Light Lenhart Wealth first reported a position in PRU in Q4 2020 and held it in 7 quarters. The position peaked at $85K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold PRU as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Prudential Financial position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 632 Prudential Financial shares in Q3 2022, an estimated $60K.
Graves Light Lenhart Wealth first reported a position in Prudential Financial in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Prudential Financial position peaked at $85K in Q1 2022.
1,123 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.