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HCR Wealth Advisors’s Prudential Financial PRU Stock Holding History

HCR 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
2023
Q4 		– Sell
-17,770
Closed -$1.69M – 212
2023
Q3 		$1.69M Sell
17,770
-9,047
-34% -$856K 0.37% 51
2023
Q2 		$2.37M Buy
26,817
+3,002
+13% +$251K 0.44% 39
2023
Q1 		$1.97M Buy
+23,815
New +$2.27M 0.39% 55

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

HCR Wealth Advisors's PRU Position: Q4 2023 in Review

HCR Wealth Advisors sold out of Prudential Financial (PRU) in Q4 2023, closing a stake of 17,770 shares — an estimated $1.69M sold.

HCR Wealth Advisors first reported a position in PRU in Q1 2023 and held it in 3 quarters. The position peaked at $2.37M in Q2 2023. 1,232 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

  • HCR Wealth Advisors reported no remaining Prudential Financial position as of Q4 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 17,770 Prudential Financial shares in Q4 2023, an estimated $1.69M.
  • HCR Wealth Advisors first reported a position in Prudential Financial in Q1 2023 and held it in 3 quarters.
  • HCR Wealth Advisors's Prudential Financial position peaked at $2.37M in Q2 2023.
  • 1,232 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on HCR Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.