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Prosperity Capital Advisors’s Prudential Financial PRU Stock Holding History

Prosperity 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
2023
Q3 		– Sell
-2,288
Closed -$202K – 248
2023
Q2 		$202K Buy
+2,288
New +$191K 0.03% 224

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prosperity Capital Advisors's PRU Position: Q3 2023 in Review

Prosperity Capital Advisors sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 2,288 shares — an estimated $202K sold.

Prosperity Capital Advisors first reported a position in PRU in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

  • Prosperity Capital Advisors reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
  • Prosperity Capital Advisors sold 2,288 Prudential Financial shares in Q3 2023, an estimated $202K.
  • Prosperity Capital Advisors first reported a position in Prudential Financial in Q2 2023 and held it in 1 quarter.
  • Prosperity Capital Advisors's Prudential Financial position peaked at $202K in Q2 2023.
  • 1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Prosperity Capital Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.