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Lumature Wealth Partners’s Prudential Financial PRU Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$143K Buy
1,623
+800
+97% +$66.9K 0.09% 175
2023
Q1 		$68.1K Hold
823
– – 0.04% 205
2022
Q4 		$81.9K Buy
823
+800
+3,478% +$81K 0.05% 196
2022
Q3 		$2K Hold
23
– – ﹤0.01% 373
2022
Q2 		$2K Buy
+23
New +$2.43K ﹤0.01% 382

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lumature Wealth Partners's PRU Position: Q2 2023 in Review

Lumature Wealth Partners increased its Prudential Financial (PRU) stake by 97% in Q2 2023, buying an estimated $66.9K and bringing the position to 1,623 shares worth $143K. The position accounts for 0.09% of the portfolio, ranked #175.

Lumature Wealth Partners first reported a position in PRU in Q2 2022 and has held it in 5 quarters since. 1,147 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • Lumature Wealth Partners held 1,623 shares of Prudential Financial worth $143K as of Q2 2023.
  • Lumature Wealth Partners bought 800 Prudential Financial shares in Q2 2023, an estimated $66.9K.
  • Prudential Financial made up 0.09% of Lumature Wealth Partners's portfolio in Q2 2023, its #175 holding.
  • Lumature Wealth Partners first reported a position in Prudential Financial in Q2 2022 and has held it in 5 quarters since.
  • 1,147 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.