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Okabena Investment Services’s Prudential Financial PRU Stock Holding History

Okabena Investment Services’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
Q1 		– Sell
-16
Closed -$1.76K – 237
2022
Q4 		$1.76K Buy
+16
New +$1.62K ﹤0.01% 199

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Morgan Stanley
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Northern Trust
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Goldman Sachs
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Okabena Investment Services's PRU Position: Q1 2023 in Review

Okabena Investment Services sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 16 shares — an estimated $1.76K sold.

Okabena Investment Services first reported a position in PRU in Q4 2022 and held it in 1 quarter. The position peaked at $1.76K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • Okabena Investment Services reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
  • Okabena Investment Services sold 16 Prudential Financial shares in Q1 2023, an estimated $1.76K.
  • Okabena Investment Services first reported a position in Prudential Financial in Q4 2022 and held it in 1 quarter.
  • Okabena Investment Services's Prudential Financial position peaked at $1.76K in Q4 2022.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on Okabena Investment Services's 13F filing for Q1 2023, filed 15 May 2023.