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Kathleen S. Wright Associates’s Prudential Financial PRU Stock Holding History

Kathleen S. Wright 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
2023
Q4 		– Sell
-400
Closed -$38K – 213
2023
Q3 		$38K Buy
+400
New +$37.8K 0.02% 125

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Kathleen S. Wright Associates's PRU Position: Q4 2023 in Review

Kathleen S. Wright Associates sold out of Prudential Financial (PRU) in Q4 2023, closing a stake of 400 shares — an estimated $38K sold.

Kathleen S. Wright Associates first reported a position in PRU in Q3 2023 and held it in 1 quarter. The position peaked at $38K in Q3 2023. 1,232 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

  • Kathleen S. Wright Associates reported no remaining Prudential Financial position as of Q4 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 400 Prudential Financial shares in Q4 2023, an estimated $38K.
  • Kathleen S. Wright Associates first reported a position in Prudential Financial in Q3 2023 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Prudential Financial position peaked at $38K in Q3 2023.
  • 1,232 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2023, filed 1 Feb 2024.