Simon Quick Advisors’s Prudential Financial PRU Stock Holding History

Simon Quick Advisors’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	-29	Closed	-$3K	–	342
2022 Q1	$3K	Buy	29 +4	+16%	+$455	﹤0.01%	328
2021 Q4	$3K	Sell	25 -38	-60%	-$4.13K	﹤0.01%	346
2021 Q3	$6K	Buy	63 +39	+163%	+$4.02K	﹤0.01%	373
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	425
2021 Q1	$2K	Buy	24 +1	+4%	+$86	﹤0.01%	432
2020 Q4	$2K	Hold	23	–	–	﹤0.01%	416
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	409
2020 Q2	$1K	Hold	23	–	–	﹤0.01%	435
2020 Q1	$1K	Buy	23 +1	+5%	+$79	﹤0.01%	456
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	615
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	348
2019 Q2	$2.21K	Hold	22	–	–	﹤0.01%	360
2019 Q1	$2K	Buy	22 +1	+5%	+$92	﹤0.01%	378
2018 Q4	$2K	Hold	21	–	–	﹤0.01%	308
2018 Q3	$2K	Hold	21	–	–	﹤0.01%	294
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	340
2018 Q1	$2K	Hold	21	–	–	﹤0.01%	294
2017 Q4	$2K	Sell	21 -237	-92%	-$26.6K	﹤0.01%	418
2017 Q3	$27K	Buy	258 +100	+63%	+$10.7K	0.01%	337
2017 Q2	$17K	Hold	158	–	–	0.01%	197
2017 Q1	$17K	Buy	158 +138	+690%	+$14.9K	0.01%	224
2016 Q4	$2K	Buy	+20	New	+$1.9K	﹤0.01%	219

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simon Quick Advisors's PRU Position: Q2 2022 in Review

Simon Quick Advisors sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 29 shares — an estimated $3K sold.

Simon Quick Advisors first reported a position in PRU in Q4 2016 and held it in 22 quarters. The position peaked at $27K in Q3 2017. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

Simon Quick Advisors reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
Simon Quick Advisors sold 29 Prudential Financial shares in Q2 2022, an estimated $3K.
Simon Quick Advisors first reported a position in Prudential Financial in Q4 2016 and held it in 22 quarters.
Simon Quick Advisors's Prudential Financial position peaked at $27K in Q3 2017.
1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.