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IBEX Wealth Advisors’s Prudential Financial PRU Stock Holding History

IBEX 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
2024
Q3 		– Sell
-389
Closed -$45.6K – 230
2024
Q2 		$45.6K Sell
389
-65,155
-99% -$7.52M 0.01% 164
2024
Q1 		$6.52M Buy
65,544
+65,538
+1,092,300% +$7.06M 1.77% 20
2023
Q4 		$674 Sell
6
-67,205
-100% -$6.45M 0.15% 69
2023
Q3 		$6.38M Buy
+67,211
New +$6.36M 1.62% 20
2023
Q1 		$5.66M Buy
68,346
+2,802
+4% +$267K 1.47% 25
2022
Q4 		$6.52M Buy
65,544
+29
+0% +$2.94K 1.47% 21
2022
Q3 		$5.62M Sell
65,515
-59
-0.1% -$5.68K 1.46% 21
2022
Q2 		$6.27M Buy
65,574
+1,654
+3% +$175K 1.44% 21
2022
Q1 		$7.55M Buy
63,920
+6,472
+11% +$736K 1.45% 17
2021
Q4 		$6.22M Buy
57,448
+57,181
+21,416% +$6.21M 1.1% 25
2021
Q3 		$28K Buy
+267
New +$27.5K 0.01% 301
2019
Q3 		– Sell
-267
Closed -$26K – 314
2019
Q2 		$26K Buy
+267
New +$26.6K 0.01% 265
2017
Q1 		– Sell
-266
Closed -$28K – 308
2016
Q4 		$28K Buy
+266
New +$25.2K 0.01% 202

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

IBEX Wealth Advisors's PRU Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 389 shares — an estimated $45.6K sold.

IBEX Wealth Advisors first reported a position in PRU in Q4 2016 and held it in 13 quarters. The position peaked at $7.55M in Q1 2022. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 389 Prudential Financial shares in Q3 2024, an estimated $45.6K.
  • IBEX Wealth Advisors first reported a position in Prudential Financial in Q4 2016 and held it in 13 quarters.
  • IBEX Wealth Advisors's Prudential Financial position peaked at $7.55M in Q1 2022.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.