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Milestone Investment Advisors’s Prudential Financial PRU Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-189
Closed -$17.9K – 363
2023
Q3 		$17.9K Buy
+189
New +$17.9K 0.01% 261
2023
Q2 		– Sell
-157
Closed -$13K – 360
2023
Q1 		$13K Buy
+157
New +$15K ﹤0.01% 286

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Milestone Investment Advisors's PRU Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Prudential Financial (PRU) in Q4 2023, closing a stake of 189 shares — an estimated $17.9K sold.

Milestone Investment Advisors first reported a position in PRU in Q1 2023 and held it in 2 quarters. The position peaked at $17.9K in Q3 2023. 1,232 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Prudential Financial position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 189 Prudential Financial shares in Q4 2023, an estimated $17.9K.
  • Milestone Investment Advisors first reported a position in Prudential Financial in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Prudential Financial position peaked at $17.9K in Q3 2023.
  • 1,232 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.