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ICA Group Wealth Management’s Prudential Financial PRU Stock Holding History

ICA Group Wealth Management’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 		$34.1K Sell
291
-178
-38% -$20.5K 0.02% 282
2024
Q1 		$55.1K Sell
469
-29
-6% -$3.13K 0.01% 536
2023
Q4 		$51.7K Buy
+498
New +$47.8K 0.01% 514
2023
Q3 		– Sell
-771
Closed -$68K – 957
2023
Q2 		$68K Sell
771
-1,718
-69% -$144K 0.02% 422
2023
Q1 		$206K Sell
2,489
-29
-1% -$2.77K 0.05% 238
2022
Q4 		$251K Buy
2,518
+21
+0.8% +$2.13K 0.06% 227
2022
Q3 		$214K Buy
2,497
+24
+1% +$2.31K 0.05% 326
2022
Q2 		$256K Sell
2,473
-678
-22% -$71.8K 0.05% 311
2022
Q1 		$332K Buy
+3,151
New +$358K 0.06% 254

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
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

ICA Group Wealth Management's PRU Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Prudential Financial (PRU) stake by 38% in Q2 2024, selling an estimated $20.5K and leaving 291 shares worth $34.1K. The position accounts for 0.02% of the portfolio, ranked #282.

ICA Group Wealth Management first reported a position in PRU in Q1 2022 and has held it in 9 quarters since. The position peaked at $332K in Q1 2022. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

  • ICA Group Wealth Management held 291 shares of Prudential Financial worth $34.1K as of Q2 2024.
  • ICA Group Wealth Management sold 178 Prudential Financial shares in Q2 2024, an estimated $20.5K.
  • Prudential Financial made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #282 holding.
  • ICA Group Wealth Management first reported a position in Prudential Financial in Q1 2022 and has held it in 9 quarters since.
  • ICA Group Wealth Management's Prudential Financial position peaked at $332K in Q1 2022.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.