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Oak Family Advisors’s Prudential Financial PRU Stock Holding History

Oak Family 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
Q1 		– Sell
-2,174
Closed -$235K – 156
2021
Q4 		$235K Sell
2,174
-2,688
-55% -$292K 0.09% 139
2021
Q3 		$511K Buy
4,862
+193
+4% +$19.9K 0.19% 73
2021
Q2 		$478K Buy
4,669
+259
+6% +$26.5K 0.2% 68
2021
Q1 		$402K Buy
4,410
+588
+15% +$50.3K 0.17% 69
2020
Q4 		$298K Buy
+3,822
New +$276K 0.15% 81

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Oak Family Advisors's PRU Position: Q1 2022 in Review

Oak Family Advisors sold out of Prudential Financial (PRU) in Q1 2022, closing a stake of 2,174 shares — an estimated $235K sold.

Oak Family Advisors first reported a position in PRU in Q4 2020 and held it in 5 quarters. The position peaked at $511K in Q3 2021. 1,217 funds tracked by Wall St. Rank hold PRU as of Q1 2022.

  • Oak Family Advisors reported no remaining Prudential Financial position as of Q1 2022 after selling out during the quarter.
  • Oak Family Advisors sold 2,174 Prudential Financial shares in Q1 2022, an estimated $235K.
  • Oak Family Advisors first reported a position in Prudential Financial in Q4 2020 and held it in 5 quarters.
  • Oak Family Advisors's Prudential Financial position peaked at $511K in Q3 2021.
  • 1,217 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2022.

Based on Oak Family Advisors's 13F filing for Q1 2022, filed 3 May 2022.