HFG Advisors’s Prudential Financial PRU Stock Holding History

HFG 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 Q2	–	Sell	-3,465	Closed	-$287K	–	97
2023 Q1	$287K	Hold	3,465	–	–	0.33%	60
2022 Q4	$345K	Buy	3,465 +900	+35%	+$91.1K	0.41%	52
2022 Q3	$220K	Hold	2,565	–	–	0.31%	68
2022 Q2	$245K	Hold	2,565	–	–	0.33%	66
2022 Q1	$303K	Buy	2,565 +550	+27%	+$62.5K	0.35%	64
2021 Q4	$218K	Buy	+2,015	New	+$219K	0.25%	75

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

HFG Advisors's PRU Position: Q2 2023 in Review

HFG Advisors sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 3,465 shares — an estimated $287K sold.

HFG Advisors first reported a position in PRU in Q4 2021 and held it in 6 quarters. The position peaked at $345K in Q4 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

HFG Advisors reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
HFG Advisors sold 3,465 Prudential Financial shares in Q2 2023, an estimated $287K.
HFG Advisors first reported a position in Prudential Financial in Q4 2021 and held it in 6 quarters.
HFG Advisors's Prudential Financial position peaked at $345K in Q4 2022.
1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on HFG Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.