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Monterey Private Wealth’s Prudential Financial PRU Stock Holding History

Monterey Private Wealth’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
2024
Q1 		– Sell
-3,330
Closed -$345K – 118
2023
Q4 		$345K Hold
3,330
– – 0.16% 64
2023
Q3 		$316K Hold
3,330
– – 0.16% 64
2023
Q2 		$294K Buy
+3,330
New +$279K 0.14% 73

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Monterey Private Wealth's PRU Position: Q1 2024 in Review

Monterey Private Wealth sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 3,330 shares — an estimated $345K sold.

Monterey Private Wealth first reported a position in PRU in Q2 2023 and held it in 3 quarters. The position peaked at $345K in Q4 2023. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • Monterey Private Wealth reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • Monterey Private Wealth sold 3,330 Prudential Financial shares in Q1 2024, an estimated $345K.
  • Monterey Private Wealth first reported a position in Prudential Financial in Q2 2023 and held it in 3 quarters.
  • Monterey Private Wealth's Prudential Financial position peaked at $345K in Q4 2023.
  • 1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Monterey Private Wealth's 13F filing for Q1 2024, filed 9 Apr 2024.