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Liberty Wealth Management’s Prudential Financial PRU Stock Holding History

Liberty 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
2021
Q4 		– Sell
-70
Closed -$7K – 856
2021
Q3 		$7K Hold
70
– – ﹤0.01% 888
2021
Q2 		$7K Hold
70
– – ﹤0.01% 731
2021
Q1 		$5K Hold
70
– – ﹤0.01% 701
2020
Q4 		$5K Buy
+70
New +$5.06K ﹤0.01% 696
2020
Q1 		– Sell
-74
Closed -$7K – 963
2019
Q4 		$7K Buy
+74
New +$6.79K 0.01% 624
2019
Q3 		– Sell
-74
Closed -$8K – 948
2019
Q2 		$8K Buy
+74
New +$7.38K 0.01% 572

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

Liberty Wealth Management's PRU Position: Q4 2021 in Review

Liberty Wealth Management sold out of Prudential Financial (PRU) in Q4 2021, closing a stake of 70 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in PRU in Q2 2019 and held it in 6 quarters. The position peaked at $8K in Q2 2019. 1,199 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

  • Liberty Wealth Management reported no remaining Prudential Financial position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 70 Prudential Financial shares in Q4 2021, an estimated $7K.
  • Liberty Wealth Management first reported a position in Prudential Financial in Q2 2019 and held it in 6 quarters.
  • Liberty Wealth Management's Prudential Financial position peaked at $8K in Q2 2019.
  • 1,199 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.