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Insight Advisors’s Prudential Financial PRU Stock Holding History

Insight 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
Q2 		– Sell
-5,657
Closed -$664K – 304
2024
Q1 		$664K Hold
5,657
– – 0.13% 121
2023
Q4 		$587K Sell
5,657
-10
-0.2% -$959 0.12% 123
2023
Q3 		$538K Buy
5,667
+3
+0.1% +$284 0.12% 127
2023
Q2 		$500K Buy
5,664
+14
+0.2% +$1.17K 0.11% 137
2023
Q1 		$467K Buy
5,650
+3,300
+140% +$315K 0.11% 163
2022
Q4 		$234K Sell
2,350
-22
-0.9% -$2.23K 0.08% 281
2022
Q3 		$203K Hold
2,372
– – 0.08% 266
2022
Q2 		$228K Buy
+2,372
New +$251K 0.08% 269

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

Insight Advisors's PRU Position: Q2 2024 in Review

Insight Advisors sold out of Prudential Financial (PRU) in Q2 2024, closing a stake of 5,657 shares — an estimated $664K sold.

Insight Advisors first reported a position in PRU in Q2 2022 and held it in 8 quarters. The position peaked at $664K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

  • Insight Advisors reported no remaining Prudential Financial position as of Q2 2024 after selling out during the quarter.
  • Insight Advisors sold 5,657 Prudential Financial shares in Q2 2024, an estimated $664K.
  • Insight Advisors first reported a position in Prudential Financial in Q2 2022 and held it in 8 quarters.
  • Insight Advisors's Prudential Financial position peaked at $664K in Q1 2024.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on Insight Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.