NEIRG Wealth Management’s Prudential Financial PRU Stock Holding History

NEIRG 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 Q2	–	Sell	-55,814	Closed	-$4.62M	–	157
2023 Q1	$4.62M	Buy	55,814 +3,298	+6%	+$315K	0.8%	36
2022 Q4	$5.22M	Buy	52,516 +2,494	+5%	+$253K	0.98%	28
2022 Q3	$4.29M	Buy	50,022 +3,679	+8%	+$354K	0.86%	31
2022 Q2	$4.43M	Buy	46,343 +13,099	+39%	+$1.39M	0.97%	27
2022 Q1	$3.93M	Buy	33,244 +5,005	+18%	+$569K	0.77%	36
2021 Q4	$3.06M	Buy	+28,239	New	+$3.07M	0.59%	40

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

NEIRG Wealth Management's PRU Position: Q2 2023 in Review

NEIRG Wealth Management sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 55,814 shares — an estimated $4.62M sold.

NEIRG Wealth Management first reported a position in PRU in Q4 2021 and held it in 6 quarters. The position peaked at $5.22M in Q4 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

NEIRG Wealth Management reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
NEIRG Wealth Management sold 55,814 Prudential Financial shares in Q2 2023, an estimated $4.62M.
NEIRG Wealth Management first reported a position in Prudential Financial in Q4 2021 and held it in 6 quarters.
NEIRG Wealth Management's Prudential Financial position peaked at $5.22M in Q4 2022.
1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on NEIRG Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.