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Laurel Wealth Advisors (California)’s Prudential Financial PRU Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$4.09M Sell
41,164
-787
-2% -$79.7K 0.4% 62
2022
Q3 		$3.6M Buy
41,951
+2,293
+6% +$221K 0.38% 66
2022
Q2 		$3.79M Sell
39,658
-231
-0.6% -$24.4K 0.39% 64
2022
Q1 		$4.71M Buy
39,889
+519
+1% +$59K 0.39% 63
2021
Q4 		$4.26M Buy
39,370
+4,266
+12% +$463K 0.33% 72
2021
Q3 		$3.69M Buy
35,104
+4,249
+14% +$438K 0.68% 26
2021
Q2 		$3.16M Buy
30,855
+22,432
+266% +$2.29M 0.41% 52
2021
Q1 		$767K Buy
8,423
+1,642
+24% +$141K 0.12% 189
2020
Q4 		$529K Buy
6,781
+2,745
+68% +$198K 0.08% 236
2020
Q3 		$256K Buy
+4,036
New +$265K 0.04% 330

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Laurel Wealth Advisors (California)'s PRU Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Prudential Financial (PRU) stake by 1.9% in Q4 2022, selling an estimated $79.7K and leaving 41,164 shares worth $4.09M. The position accounts for 0.4% of the portfolio, ranked #62.

Laurel Wealth Advisors (California) first reported a position in PRU in Q3 2020 and has held it in 10 quarters since. The position peaked at $4.71M in Q1 2022. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • Laurel Wealth Advisors (California) held 41,164 shares of Prudential Financial worth $4.09M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 787 Prudential Financial shares in Q4 2022, an estimated $79.7K.
  • Prudential Financial made up 0.4% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #62 holding.
  • Laurel Wealth Advisors (California) first reported a position in Prudential Financial in Q3 2020 and has held it in 10 quarters since.
  • Laurel Wealth Advisors (California)'s Prudential Financial position peaked at $4.71M in Q1 2022.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.