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Mountain Capital Investment Advisors’s Prudential Financial PRU Stock Holding History

Mountain Capital 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
2024
Q1 		– Sell
-7,872
Closed -$823K – 68
2023
Q4 		$823K Sell
7,872
-853
-10% -$81.8K 0.28% 30
2023
Q3 		$803K Sell
8,725
-7,424
-46% -$702K 0.3% 29
2023
Q2 		$1.56M Sell
16,149
-4,632
-22% -$388K 0.59% 32
2023
Q1 		$1.76M Sell
20,781
-91
-0.4% -$8.69K 0.78% 42
2022
Q4 		$2.07M Buy
20,872
+3,660
+21% +$371K 0.94% 37
2022
Q3 		$1.66M Buy
17,212
+172
+1% +$16.6K 0.87% 32
2022
Q2 		$1.65M Buy
17,040
+816
+5% +$86.4K 0.82% 36
2022
Q1 		$1.89M Buy
16,224
+492
+3% +$55.9K 0.89% 30
2021
Q4 		$1.81M Buy
15,732
+2,894
+23% +$314K 0.82% 29
2021
Q3 		$1.41M Buy
12,838
+607
+5% +$62.6K 0.75% 32
2021
Q2 		$1.19M Sell
12,231
-844
-6% -$86.2K 0.55% 52
2021
Q1 		$1.25M Buy
13,075
+2,554
+24% +$219K 0.63% 51
2020
Q4 		$850K Buy
10,521
+3,045
+41% +$220K 0.51% 66
2020
Q3 		$517K Buy
+7,476
New +$491K 0.33% 78
2017
Q4 		– Sell
-54
Closed -$6K – 331
2017
Q3 		$6K Hold
54
– – 0.01% 330
2017
Q2 		$6K Buy
+54
New +$5.73K 0.01% 363

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

Mountain Capital Investment Advisors's PRU Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 7,872 shares — an estimated $823K sold.

Mountain Capital Investment Advisors first reported a position in PRU in Q2 2017 and held it in 16 quarters. The position peaked at $2.07M in Q4 2022. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 7,872 Prudential Financial shares in Q1 2024, an estimated $823K.
  • Mountain Capital Investment Advisors first reported a position in Prudential Financial in Q2 2017 and held it in 16 quarters.
  • Mountain Capital Investment Advisors's Prudential Financial position peaked at $2.07M in Q4 2022.
  • 1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.