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Johnson & White Wealth Management’s Prudential Financial PRU Stock Holding History

Johnson & White 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
2023
Q1 		– Sell
-2,382
Closed -$552K – 114
2022
Q4 		$552K Buy
+2,382
New +$241K 0.56% 47

Other funds holding PRU

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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

Johnson & White Wealth Management's PRU Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 2,382 shares — an estimated $552K sold.

Johnson & White Wealth Management first reported a position in PRU in Q4 2022 and held it in 1 quarter. The position peaked at $552K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 2,382 Prudential Financial shares in Q1 2023, an estimated $552K.
  • Johnson & White Wealth Management first reported a position in Prudential Financial in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Prudential Financial position peaked at $552K in Q4 2022.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.