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Kore Private Wealth’s Prudential Financial PRU Stock Holding History

Kore 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
2021
Q4 		– Sell
-3,538
Closed -$372K – 422
2021
Q3 		$372K Buy
3,538
+694
+24% +$71.5K 0.04% 288
2021
Q2 		$291K Buy
2,844
+343
+14% +$35K 0.03% 324
2021
Q1 		$228K Buy
+2,501
New +$214K 0.03% 323
2020
Q3 		– Sell
-898
Closed -$54K – 868
2020
Q2 		$54K Buy
898
+409
+84% +$24K 0.01% 445
2020
Q1 		$25K Buy
489
+152
+45% +$12.1K 0.01% 555
2019
Q4 		$32K Buy
+337
New +$30.9K 0.01% 549

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
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
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

Kore Private Wealth's PRU Position: Q4 2021 in Review

Kore Private Wealth sold out of Prudential Financial (PRU) in Q4 2021, closing a stake of 3,538 shares — an estimated $372K sold.

Kore Private Wealth first reported a position in PRU in Q4 2019 and held it in 6 quarters. The position peaked at $372K in Q3 2021. 1,199 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

  • Kore Private Wealth reported no remaining Prudential Financial position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 3,538 Prudential Financial shares in Q4 2021, an estimated $372K.
  • Kore Private Wealth first reported a position in Prudential Financial in Q4 2019 and held it in 6 quarters.
  • Kore Private Wealth's Prudential Financial position peaked at $372K in Q3 2021.
  • 1,199 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.