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MinichMacGregor Wealth Management’s Prudential Financial PRU Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-758
Closed -$75.4K – 493
2022
Q4 		$75.4K Buy
+758
New +$76.8K 0.03% 143
2018
Q4 		– Sell
-912
Closed -$92K – 393
2018
Q3 		$92K Sell
912
-75
-8% -$7.39K 0.06% 90
2018
Q2 		$93K Buy
987
+5
+0.5% +$505 0.07% 86
2018
Q1 		$101K Buy
982
+2
+0.2% +$225 0.08% 69
2017
Q4 		$112K Buy
980
+2
+0.2% +$225 0.09% 65
2017
Q3 		$104K Buy
978
+2
+0.2% +$214 0.09% 63
2017
Q2 		$105K Buy
976
+2
+0.2% +$212 0.09% 61
2017
Q1 		$103K Buy
974
+2
+0.2% +$216 0.09% 61
2016
Q4 		$101K Buy
972
+2
+0.2% +$190 0.09% 65
2016
Q3 		$79K Buy
970
+2
+0.2% +$153 0.07% 83
2016
Q2 		$69K Buy
968
+3
+0.3% +$226 0.07% 85
2016
Q1 		$69K Buy
965
+154
+19% +$10.7K 0.07% 87
2015
Q4 		$68K Buy
+811
New +$67K 0.06% 83

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

MinichMacGregor Wealth Management's PRU Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 758 shares — an estimated $75.4K sold.

MinichMacGregor Wealth Management first reported a position in PRU in Q4 2015 and held it in 13 quarters. The position peaked at $112K in Q4 2017. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 758 Prudential Financial shares in Q1 2023, an estimated $75.4K.
  • MinichMacGregor Wealth Management first reported a position in Prudential Financial in Q4 2015 and held it in 13 quarters.
  • MinichMacGregor Wealth Management's Prudential Financial position peaked at $112K in Q4 2017.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.