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Robertson Stephens Wealth Management’s Prudential Financial PRU Stock Holding History

Robertson Stephens Wealth Management’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
Q2 		– Sell
-1,875
Closed -$221K – 407
2022
Q1 		$221K Buy
+1,875
New +$213K 0.02% 361

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robertson Stephens Wealth Management's PRU Position: Q2 2022 in Review

Robertson Stephens Wealth Management sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 1,875 shares — an estimated $221K sold.

Robertson Stephens Wealth Management first reported a position in PRU in Q1 2022 and held it in 1 quarter. The position peaked at $221K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

  • Robertson Stephens Wealth Management reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,875 Prudential Financial shares in Q2 2022, an estimated $221K.
  • Robertson Stephens Wealth Management first reported a position in Prudential Financial in Q1 2022 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Prudential Financial position peaked at $221K in Q1 2022.
  • 1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.