One Wealth Advisors’s Prudential Financial PRU Stock Holding History

One Wealth 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
2023 Q1	–	Sell	-3,307	Closed	-$329K	–	494
2022 Q4	$329K	Buy	+3,307	New	+$335K	0.08%	134
2022 Q3	–	Sell	-2,299	Closed	-$220K	–	205
2022 Q2	$220K	Buy	+2,299	New	+$243K	0.06%	171
2019 Q2	–	Sell	-1,766	Closed	-$162K	–	389
2019 Q1	$162K	Buy	+1,766	New	+$163K	0.13%	137
2018 Q4	–	Sell	-2,419	Closed	-$245K	–	383
2018 Q3	$245K	Buy	2,419 +1,090	+82%	+$107K	0.19%	104
2018 Q2	$124K	Sell	1,329 -318	-19%	-$32.1K	0.1%	169
2018 Q1	$171K	Sell	1,647 -1,274	-44%	-$144K	0.15%	135
2017 Q4	$336K	Buy	+2,921	New	+$328K	0.27%	58

Other funds holding PRU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

One Wealth Advisors's PRU Position: Q1 2023 in Review

One Wealth Advisors sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 3,307 shares — an estimated $329K sold.

One Wealth Advisors first reported a position in PRU in Q4 2017 and held it in 7 quarters. The position peaked at $336K in Q4 2017. 1,147 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

One Wealth Advisors reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 3,307 Prudential Financial shares in Q1 2023, an estimated $329K.
One Wealth Advisors first reported a position in Prudential Financial in Q4 2017 and held it in 7 quarters.
One Wealth Advisors's Prudential Financial position peaked at $336K in Q4 2017.
1,147 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.