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Professional Financial Advisors’s Prudential Financial PRU Stock Holding History

Professional Financial 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
Q4 		– Sell
-29
Closed -$2K – 355
2022
Q3 		$2K Buy
29
+5
+21% +$481 ﹤0.01% 439
2022
Q2 		$2K Sell
24
-52
-68% -$5.5K ﹤0.01% 430
2022
Q1 		$9K Buy
76
+52
+217% +$5.91K ﹤0.01% 323
2021
Q4 		$3K Hold
24
– – ﹤0.01% 414
2021
Q3 		$3K Hold
24
– – ﹤0.01% 354
2021
Q2 		$2K Hold
24
– – ﹤0.01% 378
2021
Q1 		$2K Hold
24
– – ﹤0.01% 336
2020
Q4 		$2K Hold
24
– – ﹤0.01% 332
2020
Q3 		$2K Buy
+24
New +$1.58K ﹤0.01% 319

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Professional Financial Advisors's PRU Position: Q4 2022 in Review

Professional Financial Advisors sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 29 shares — an estimated $2K sold.

Professional Financial Advisors first reported a position in PRU in Q3 2020 and held it in 9 quarters. The position peaked at $9K in Q1 2022. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • Professional Financial Advisors reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 29 Prudential Financial shares in Q4 2022, an estimated $2K.
  • Professional Financial Advisors first reported a position in Prudential Financial in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Prudential Financial position peaked at $9K in Q1 2022.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.