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Paladin Advisory Group’s Prudential Financial PRU Stock Holding History

Paladin Advisory Group’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
-104
Closed -$10.3K – 437
2022
Q4 		$10.3K Hold
104
– – 0.01% 216
2022
Q3 		$8K Hold
104
– – 0.01% 229
2022
Q2 		$9K Buy
+104
New +$11K 0.01% 226
2022
Q1 		– Sell
-104
Closed -$11K – 453
2021
Q4 		$11K Buy
+104
New +$11.3K 0.01% 231

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

Paladin Advisory Group's PRU Position: Q1 2024 in Review

Paladin Advisory Group sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 83 shares — an estimated $8.61K sold.

Paladin Advisory Group first reported a position in PRU in Q1 2022 and held it in 5 quarters. The position peaked at $12K in Q1 2022. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • Paladin Advisory Group reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
  • Paladin Advisory Group sold 83 Prudential Financial shares in Q1 2024, an estimated $8.61K.
  • Paladin Advisory Group first reported a position in Prudential Financial in Q1 2022 and held it in 5 quarters.
  • Paladin Advisory Group's Prudential Financial position peaked at $12K in Q1 2022.
  • 1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Paladin Advisory Group's 13F filing for Q1 2024, filed 8 May 2024.