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LWS Wealth Advisors’s Prudential Financial PRU Stock Holding History

LWS Wealth Advisors’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
Q3 		– Sell
-8,470
Closed -$810K – 62
2022
Q2 		$810K Hold
8,470
– – 0.38% 35
2022
Q1 		$1M Sell
8,470
-1,849
-18% -$210K 0.43% 28
2021
Q4 		$1.12M Hold
10,319
– – 0.46% 30
2021
Q3 		$1.09M Hold
10,319
– – 0.48% 29
2021
Q2 		$1.06M Hold
10,319
– – 0.47% 29
2021
Q1 		$940K Hold
10,319
– – 0.43% 32
2020
Q4 		$806K Hold
10,319
– – 0.36% 35
2020
Q3 		$655K Hold
10,319
– – 0.32% 35
2020
Q2 		$628K Buy
10,319
+2,087
+25% +$123K 0.33% 35
2020
Q1 		$429K Hold
8,232
– – 0.28% 40
2019
Q4 		$772K Buy
+8,232
New +$756K 0.4% 31

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

LWS Wealth Advisors's PRU Position: Q3 2022 in Review

LWS Wealth Advisors sold out of Prudential Financial (PRU) in Q3 2022, closing a stake of 8,470 shares — an estimated $810K sold.

LWS Wealth Advisors first reported a position in PRU in Q4 2019 and held it in 11 quarters. The position peaked at $1.12M in Q4 2021. 1,123 funds tracked by Wall St. Rank hold PRU as of Q3 2022.

  • LWS Wealth Advisors reported no remaining Prudential Financial position as of Q3 2022 after selling out during the quarter.
  • LWS Wealth Advisors sold 8,470 Prudential Financial shares in Q3 2022, an estimated $810K.
  • LWS Wealth Advisors first reported a position in Prudential Financial in Q4 2019 and held it in 11 quarters.
  • LWS Wealth Advisors's Prudential Financial position peaked at $1.12M in Q4 2021.
  • 1,123 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2022.

Based on LWS Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.