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Long Island Wealth Management’s Prudential Financial PRU Stock Holding History

Long Island 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
2024
Q1 		– Sell
-40
Closed -$4K – 319
2023
Q4 		$4K Buy
+40
New +$3.84K ﹤0.01% 293

Other funds holding PRU

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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Long Island Wealth Management's PRU Position: Q1 2024 in Review

Long Island Wealth Management sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 40 shares — an estimated $4K sold.

Long Island Wealth Management first reported a position in PRU in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • Long Island Wealth Management reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 40 Prudential Financial shares in Q1 2024, an estimated $4K.
  • Long Island Wealth Management first reported a position in Prudential Financial in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Prudential Financial position peaked at $4K in Q4 2023.
  • 1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.