Joseph P. Lucia & Associates’s Prudential Financial PRU Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-825	Closed	-$79K	–	368
2022 Q2	$79K	Hold	825	–	–	0.06%	156
2022 Q1	$97K	Buy	+825	New	+$93.8K	0.06%	153
2021 Q4	–	Sell	-948	Closed	-$100K	–	446
2021 Q3	$100K	Sell	948 -75	-7%	-$7.73K	0.06%	167
2021 Q2	$105K	Buy	1,023 +400	+64%	+$40.9K	0.06%	163
2021 Q1	$57K	Buy	623 +120	+24%	+$10.3K	0.03%	198
2020 Q4	$39K	Buy	+503	New	+$36.3K	0.03%	205
2020 Q3	–	Sell	-528	Closed	-$32K	–	369
2020 Q2	$32K	Hold	528	–	–	0.03%	202
2020 Q1	$28K	Sell	528 -210	-28%	-$16.7K	0.03%	207
2019 Q4	$69K	Buy	738 +633	+603%	+$58.1K	0.06%	151
2019 Q3	$9K	Hold	105	–	–	0.01%	322
2019 Q2	$11K	Sell	105 -2,367	-96%	-$236K	0.01%	299
2019 Q1	$25	Buy	+2,472	New	+$228K	﹤0.01%	315

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Joseph P. Lucia & Associates's PRU Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Prudential Financial (PRU) in Q3 2022, closing a stake of 825 shares — an estimated $79K sold.

Joseph P. Lucia & Associates first reported a position in PRU in Q1 2019 and held it in 12 quarters. The position peaked at $105K in Q2 2021. 1,123 funds tracked by Wall St. Rank hold PRU as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Prudential Financial position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 825 Prudential Financial shares in Q3 2022, an estimated $79K.
Joseph P. Lucia & Associates first reported a position in Prudential Financial in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Prudential Financial position peaked at $105K in Q2 2021.
1,123 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.