Selective Wealth Management’s Prudential Financial PRU Stock Holding History

Selective 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 Q4	–	Sell	-48	Closed	-$4K	–	572
2022 Q3	$4K	Hold	48	–	–	﹤0.01%	619
2022 Q2	$5K	Hold	48	–	–	﹤0.01%	634
2022 Q1	$6K	Hold	48	–	–	﹤0.01%	590
2021 Q4	$5K	Hold	48	–	–	﹤0.01%	553
2021 Q3	$5K	Hold	48	–	–	﹤0.01%	497
2021 Q2	$5K	Hold	48	–	–	﹤0.01%	409
2021 Q1	$4K	Hold	48	–	–	﹤0.01%	330
2020 Q4	$4K	Buy	48 +24	+100%	+$1.73K	﹤0.01%	305
2020 Q3	$2K	Hold	24	–	–	﹤0.01%	289
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	404
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	318
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	296
2019 Q3	$2K	Buy	+24	New	+$2.17K	﹤0.01%	300
2018 Q3	$2K	Buy	+24	New	+$2.37K	0.02%	145

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 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

Selective Wealth Management's PRU Position: Q4 2022 in Review

Selective Wealth Management sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 48 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in PRU in Q3 2018 and held it in 14 quarters. The position peaked at $6K in Q1 2022. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

Selective Wealth Management reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 48 Prudential Financial shares in Q4 2022, an estimated $4K.
Selective Wealth Management first reported a position in Prudential Financial in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Prudential Financial position peaked at $6K in Q1 2022.
1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.