Lake Point Wealth Management’s Prudential Financial PRU Stock Holding History

Lake Point 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
2022 Q2	$11K	Hold	114	–	–	0.01%	147
2022 Q1	$13K	Hold	114	–	–	0.01%	140
2021 Q4	$12K	Hold	114	–	–	0.01%	159
2021 Q3	$12K	Hold	114	–	–	0.01%	150
2021 Q2	$12K	Buy	+114	New	+$11.6K	0.01%	159
2020 Q1	$6K	Sell	114 -44	-28%	-$3.5K	0.01%	151
2019 Q4	$15K	Buy	+158	New	+$14.5K	0.01%	234
2019 Q2	$16K	Hold	158	–	–	0.01%	271
2019 Q1	$16K	Sell	158 -2,661	-94%	-$245K	0.01%	271
2018 Q4	$230K	Buy	+2,819	New	+$260K	0.09%	129

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

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

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

Lake Point Wealth Management's PRU Position: Q2 2022 in Review

Lake Point Wealth Management held its Prudential Financial (PRU) position steady in Q2 2022 at 114 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #147.

Lake Point Wealth Management first reported a position in PRU in Q4 2018 and has held it in 10 quarters since. The position peaked at $230K in Q4 2018. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

Lake Point Wealth Management held 114 shares of Prudential Financial worth $11K as of Q2 2022.
Lake Point Wealth Management left its Prudential Financial share count unchanged in Q2 2022.
Prudential Financial made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #147 holding.
Lake Point Wealth Management first reported a position in Prudential Financial in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Prudential Financial position peaked at $230K in Q4 2018.
1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.