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Momentum Advisors’s Prudential Financial PRU Stock Holding History

Momentum 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
Q4 		$317K Sell
3,183
-34
-1% -$3.44K 0.32% 57
2022
Q3 		$276K Buy
3,217
+22
+0.7% +$2.12K 0.31% 57
2022
Q2 		$306K Buy
+3,195
New +$338K 0.34% 43

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Momentum Advisors's PRU Position: Q4 2022 in Review

Momentum Advisors reduced its Prudential Financial (PRU) stake by 1.1% in Q4 2022, selling an estimated $3.44K and leaving 3,183 shares worth $317K. The position accounts for 0.32% of the portfolio, ranked #57.

Momentum Advisors first reported a position in PRU in Q2 2022 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • Momentum Advisors held 3,183 shares of Prudential Financial worth $317K as of Q4 2022.
  • Momentum Advisors sold 34 Prudential Financial shares in Q4 2022, an estimated $3.44K.
  • Prudential Financial made up 0.32% of Momentum Advisors's portfolio in Q4 2022, its #57 holding.
  • Momentum Advisors first reported a position in Prudential Financial in Q2 2022 and has held it in 3 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.