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Provence Wealth Management Group’s Prudential Financial PRU Stock Holding History

Provence Wealth Management 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
2023
Q4 		$7.57K Hold
73
– – ﹤0.01% 324
2023
Q3 		$6.93K Buy
+73
New +$6.91K ﹤0.01% 325

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Provence Wealth Management Group's PRU Position: Q4 2023 in Review

Provence Wealth Management Group held its Prudential Financial (PRU) position steady in Q4 2023 at 73 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Provence Wealth Management Group first reported a position in PRU in Q3 2023 and has held it in 2 quarters since. 1,233 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

  • Provence Wealth Management Group held 73 shares of Prudential Financial worth $7.57K as of Q4 2023.
  • Provence Wealth Management Group left its Prudential Financial share count unchanged in Q4 2023.
  • Prudential Financial made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #324 holding.
  • Provence Wealth Management Group first reported a position in Prudential Financial in Q3 2023 and has held it in 2 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.