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High Net Worth Advisory Group’s Prudential Financial PRU Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-54
Closed -$5.37K – 476
2022
Q4 		$5.37K Hold
54
– – ﹤0.01% 536
2022
Q3 		$5K Hold
54
– – ﹤0.01% 587
2022
Q2 		$5K Sell
54
-6
-10% -$635 ﹤0.01% 590
2022
Q1 		$7K Hold
60
– – ﹤0.01% 568
2021
Q4 		$6K Buy
+60
New +$6.52K ﹤0.01% 587

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

High Net Worth Advisory Group's PRU Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 54 shares — an estimated $5.37K sold.

High Net Worth Advisory Group first reported a position in PRU in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 54 Prudential Financial shares in Q1 2023, an estimated $5.37K.
  • High Net Worth Advisory Group first reported a position in Prudential Financial in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Prudential Financial position peaked at $7K in Q1 2022.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.