Red Tortoise LLC’s Prudential Financial PRU Stock Holding History

Red Tortoise LLC’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 Q2	–	Sell	-80	Closed	-$6.62K	–	612
2023 Q1	$6.62K	Hold	80	–	–	﹤0.01%	225
2022 Q4	$7.96K	Buy	+80	New	+$8.1K	0.01%	247
2021 Q4	–	Sell	-80	Closed	-$7K	–	402
2021 Q3	$7K	Buy	+80	New	+$8.24K	0.01%	248

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Red Tortoise LLC's PRU Position: Q2 2023 in Review

Red Tortoise LLC sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 80 shares — an estimated $6.62K sold.

Red Tortoise LLC first reported a position in PRU in Q3 2021 and held it in 3 quarters. The position peaked at $7.96K in Q4 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

Red Tortoise LLC reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
Red Tortoise LLC sold 80 Prudential Financial shares in Q2 2023, an estimated $6.62K.
Red Tortoise LLC first reported a position in Prudential Financial in Q3 2021 and held it in 3 quarters.
Red Tortoise LLC's Prudential Financial position peaked at $7.96K in Q4 2022.
1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Red Tortoise LLC's 13F filing for Q2 2023, filed 26 Jul 2023.