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Sage Private Wealth Group’s Prudential Financial PRU Stock Holding History

Sage Private Wealth 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
2022
Q4 		– Sell
-201
Closed -$17K – 145
2022
Q3 		$17K Buy
201
+101
+101% +$9.72K 0.02% 119
2022
Q2 		$10K Hold
100
– – 0.01% 143
2022
Q1 		$12K Hold
100
– – 0.01% 141
2021
Q4 		$10K Hold
100
– – 0.01% 141
2021
Q3 		$11K Hold
100
– – 0.02% 144
2021
Q2 		$10K Hold
100
– – 0.01% 138
2021
Q1 		$9K Hold
100
– – 0.02% 143
2020
Q4 		$8K Buy
+100
New +$7.23K 0.02% 135

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

Sage Private Wealth Group's PRU Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 201 shares — an estimated $17K sold.

Sage Private Wealth Group first reported a position in PRU in Q4 2020 and held it in 8 quarters. The position peaked at $17K in Q3 2022. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • Sage Private Wealth Group reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 201 Prudential Financial shares in Q4 2022, an estimated $17K.
  • Sage Private Wealth Group first reported a position in Prudential Financial in Q4 2020 and held it in 8 quarters.
  • Sage Private Wealth Group's Prudential Financial position peaked at $17K in Q3 2022.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.