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IronBridge Private Wealth’s Prudential Financial PRU Stock Holding History

IronBridge Private Wealth’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
2022
Q1 		– Sell
-108
Closed -$12K – 230
2021
Q4 		$12K Buy
108
+1
+0.9% +$109 0.01% 164
2021
Q3 		$11K Buy
107
+2
+2% +$206 0.01% 141
2021
Q2 		$11K Buy
105
+1
+1% +$102 0.01% 147
2021
Q1 		$10K Buy
104
+1
+1% +$86 0.01% 160
2020
Q4 		$8K Buy
+103
New +$7.44K 0.01% 162

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IronBridge Private Wealth's PRU Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Prudential Financial (PRU) in Q1 2022, closing a stake of 108 shares — an estimated $12K sold.

IronBridge Private Wealth first reported a position in PRU in Q4 2020 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold PRU as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Prudential Financial position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 108 Prudential Financial shares in Q1 2022, an estimated $12K.
  • IronBridge Private Wealth first reported a position in Prudential Financial in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Prudential Financial position peaked at $12K in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.