PFG Advisors’s Prudential Financial PRU Stock Holding History

PFG 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 Q3	–	Sell	-2,448	Closed	-$216K	–	669
2023 Q2	$216K	Sell	2,448 -330	-12%	-$27.6K	0.02%	626
2023 Q1	$230K	Sell	2,778 -82	-3%	-$7.83K	0.02%	572
2022 Q4	$284K	Buy	+2,860	New	+$290K	0.03%	465

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PFG Advisors's PRU Position: Q3 2023 in Review

PFG Advisors sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 2,448 shares — an estimated $216K sold.

PFG Advisors first reported a position in PRU in Q4 2022 and held it in 3 quarters. The position peaked at $284K in Q4 2022. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

PFG Advisors reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
PFG Advisors sold 2,448 Prudential Financial shares in Q3 2023, an estimated $216K.
PFG Advisors first reported a position in Prudential Financial in Q4 2022 and held it in 3 quarters.
PFG Advisors's Prudential Financial position peaked at $284K in Q4 2022.
1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on PFG Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.