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Personal Capital Advisors’s Prudential Financial PRU Stock Holding History

Personal Capital 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
-2,390
Closed -$259K – 538
2021
Q4 		$259K Buy
+2,390
New +$260K ﹤0.01% 466

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

Personal Capital Advisors's PRU Position: Q1 2022 in Review

Personal Capital Advisors sold out of Prudential Financial (PRU) in Q1 2022, closing a stake of 2,390 shares — an estimated $259K sold.

Personal Capital Advisors first reported a position in PRU in Q4 2021 and held it in 1 quarter. The position peaked at $259K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold PRU as of Q1 2022.

  • Personal Capital Advisors reported no remaining Prudential Financial position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 2,390 Prudential Financial shares in Q1 2022, an estimated $259K.
  • Personal Capital Advisors first reported a position in Prudential Financial in Q4 2021 and held it in 1 quarter.
  • Personal Capital Advisors's Prudential Financial position peaked at $259K in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.