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Private Advisory Group’s Prudential Financial PRU Stock Holding History

Private 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
2024
Q2 		– Sell
-2,539
Closed -$298K – 193
2024
Q1 		$298K Sell
2,539
-142
-5% -$15.3K 0.04% 160
2023
Q4 		$278K Hold
2,681
– – 0.05% 168
2023
Q3 		$254K Hold
2,681
– – 0.05% 177
2023
Q2 		$237K Sell
2,681
-1,194
-31% -$99.9K 0.05% 192
2023
Q1 		$321K Buy
+3,875
New +$370K 0.07% 171

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Advisory Group's PRU Position: Q2 2024 in Review

Private Advisory Group sold out of Prudential Financial (PRU) in Q2 2024, closing a stake of 2,539 shares — an estimated $298K sold.

Private Advisory Group first reported a position in PRU in Q1 2023 and held it in 5 quarters. The position peaked at $321K in Q1 2023. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

  • Private Advisory Group reported no remaining Prudential Financial position as of Q2 2024 after selling out during the quarter.
  • Private Advisory Group sold 2,539 Prudential Financial shares in Q2 2024, an estimated $298K.
  • Private Advisory Group first reported a position in Prudential Financial in Q1 2023 and held it in 5 quarters.
  • Private Advisory Group's Prudential Financial position peaked at $321K in Q1 2023.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on Private Advisory Group's 13F filing for Q2 2024, filed 23 Jul 2024.