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Spartan Planning & Wealth Management’s Prudential Financial PRU Stock Holding History

Spartan Planning & 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
2023
Q4 		$104K Sell
1,007
-2,747
-73% -$263K 0.11% 91
2023
Q3 		$356K Buy
+3,754
New +$355K 0.42% 35
2022
Q4 		$2.39K Buy
+24
New +$2.43K ﹤0.01% 125
2022
Q2 		– Sell
-1,673
Closed -$198K – 141
2022
Q1 		$198K Buy
+1,673
New +$190K 0.25% 53

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Spartan Planning & Wealth Management's PRU Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Prudential Financial (PRU) stake by 73% in Q4 2023, selling an estimated $263K and leaving 1,007 shares worth $104K. The position accounts for 0.11% of the portfolio, ranked #91.

Spartan Planning & Wealth Management first reported a position in PRU in Q1 2022 and has held it in 4 quarters since. The position peaked at $356K in Q3 2023. 1,232 funds tracked by Wall St. Rank hold PRU as of Q4 2023.

  • Spartan Planning & Wealth Management held 1,007 shares of Prudential Financial worth $104K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 2,747 Prudential Financial shares in Q4 2023, an estimated $263K.
  • Prudential Financial made up 0.11% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #91 holding.
  • Spartan Planning & Wealth Management first reported a position in Prudential Financial in Q1 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's Prudential Financial position peaked at $356K in Q3 2023.
  • 1,232 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.