Marietta Wealth Management’s Prudential Financial PRU Stock Holding History

Marietta 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
2022 Q2	–	Sell	-22,899	Closed	-$2.71M	–	115
2022 Q1	$2.71M	Sell	22,899 -653	-3%	-$74.3K	0.57%	70
2021 Q4	$2.55M	Buy	23,552 +805	+4%	+$87.4K	0.51%	70
2021 Q3	$2.39M	Buy	22,747 +1,005	+5%	+$104K	0.52%	72
2021 Q2	$2.23M	Sell	21,742 -94	-0.4%	-$9.6K	0.5%	72
2021 Q1	$1.99M	Buy	21,836 +1,680	+8%	+$144K	0.5%	75
2020 Q4	$1.57M	Buy	20,156 +818	+4%	+$59.1K	0.43%	73
2020 Q3	$1.23M	Buy	19,338 +14,372	+289%	+$945K	0.38%	76
2020 Q2	$302K	Sell	4,966 -775	-13%	-$45.5K	0.1%	100
2020 Q1	$299K	Buy	+5,741	New	+$456K	0.12%	97

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marietta Wealth Management's PRU Position: Q2 2022 in Review

Marietta Wealth Management sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 22,899 shares — an estimated $2.71M sold.

Marietta Wealth Management first reported a position in PRU in Q1 2020 and held it in 9 quarters. The position peaked at $2.71M in Q1 2022. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

Marietta Wealth Management reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
Marietta Wealth Management sold 22,899 Prudential Financial shares in Q2 2022, an estimated $2.71M.
Marietta Wealth Management first reported a position in Prudential Financial in Q1 2020 and held it in 9 quarters.
Marietta Wealth Management's Prudential Financial position peaked at $2.71M in Q1 2022.
1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Marietta Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.