Minot Wealth Management’s Prudential Financial PRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$230K Sell
2,408
-39
-2% -$4.13K 0.06% 166
2022
Q1
$289K Buy
2,447
+567
+30% +$64.5K 0.06% 162
2021
Q4
$203K Sell
1,880
-215
-10% -$23.4K 0.04% 193
2021
Q3
$220K Buy
+2,095
New +$216K 0.05% 187

Other funds holding PRU

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

Minot Wealth Management reduced its Prudential Financial (PRU) stake by 1.6% in Q2 2022, selling an estimated $4.13K and leaving 2,408 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #166.

Minot Wealth Management first reported a position in PRU in Q3 2021 and has held it in 4 quarters since. The position peaked at $289K in Q1 2022. 1,150 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

  • Minot Wealth Management held 2,408 shares of Prudential Financial worth $230K as of Q2 2022.
  • Minot Wealth Management sold 39 Prudential Financial shares in Q2 2022, an estimated $4.13K.
  • Prudential Financial made up 0.06% of Minot Wealth Management's portfolio in Q2 2022, its #166 holding.
  • Minot Wealth Management first reported a position in Prudential Financial in Q3 2021 and has held it in 4 quarters since.
  • Minot Wealth Management's Prudential Financial position peaked at $289K in Q1 2022.
  • 1,150 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.