GSB Wealth Management’s Prudential Financial PRU Stock Holding History

GSB 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
2023 Q2	–	Sell	-7,761	Closed	-$642K	–	227
2023 Q1	$642K	Sell	7,761 -4,826	-38%	-$461K	0.21%	128
2022 Q4	$1.25M	Sell	12,587 -5,340	-30%	-$541K	0.45%	81
2022 Q3	$1.54M	Sell	17,927 -1,437	-7%	-$138K	0.56%	67
2022 Q2	$1.85M	Sell	19,364 -1,452	-7%	-$154K	0.63%	51
2022 Q1	$2.46M	Buy	20,816 +53	+0.3%	+$6.03K	0.72%	41
2021 Q4	$2.25M	Buy	20,763 +4,988	+32%	+$542K	0.65%	46
2021 Q3	$1.66M	Buy	15,775 +4,597	+41%	+$474K	0.85%	39
2021 Q2	$1.15M	Buy	+11,178	New	+$1.14M	0.36%	93

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

GSB Wealth Management's PRU Position: Q2 2023 in Review

GSB Wealth Management sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 7,761 shares — an estimated $642K sold.

GSB Wealth Management first reported a position in PRU in Q2 2021 and held it in 8 quarters. The position peaked at $2.46M in Q1 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

GSB Wealth Management reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
GSB Wealth Management sold 7,761 Prudential Financial shares in Q2 2023, an estimated $642K.
GSB Wealth Management first reported a position in Prudential Financial in Q2 2021 and held it in 8 quarters.
GSB Wealth Management's Prudential Financial position peaked at $2.46M in Q1 2022.
1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on GSB Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.