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Heritage Wealth Management (California)’s Prudential Financial PRU Stock Holding History

Heritage Wealth Management (California)’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
-1,303
Closed -$153K – 126
2024
Q1 		$153K Buy
+1,303
New +$140K 0.12% 93

Other funds holding PRU

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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

Heritage Wealth Management (California)'s PRU Position: Q2 2024 in Review

Heritage Wealth Management (California) sold out of Prudential Financial (PRU) in Q2 2024, closing a stake of 1,303 shares — an estimated $153K sold.

Heritage Wealth Management (California) first reported a position in PRU in Q1 2024 and held it in 1 quarter. The position peaked at $153K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

  • Heritage Wealth Management (California) reported no remaining Prudential Financial position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 1,303 Prudential Financial shares in Q2 2024, an estimated $153K.
  • Heritage Wealth Management (California) first reported a position in Prudential Financial in Q1 2024 and held it in 1 quarter.
  • Heritage Wealth Management (California)'s Prudential Financial position peaked at $153K in Q1 2024.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2024, filed 25 Jul 2024.