Summit Financial Wealth Advisors’s Prudential Financial PRU Stock Holding History

Summit Financial Wealth 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	-1,691	Closed	-$200K	–	143
2022 Q1	$200K	Buy	+1,691	New	+$192K	0.04%	123
2020 Q1	–	Sell	-50,192	Closed	-$4.54M	–	137
2019 Q4	$4.54M	Buy	50,192 +3,048	+6%	+$280K	1.1%	26
2019 Q3	$4.22M	Buy	47,144 +4,714	+11%	+$427K	1.03%	27
2019 Q2	$4.29M	Buy	42,430 +9,754	+30%	+$972K	1.05%	26
2019 Q1	$3.15M	Buy	32,676 +4,741	+17%	+$437K	0.83%	36
2018 Q4	$2.28M	Sell	27,935 -12,777	-31%	-$1.18M	0.74%	42
2018 Q3	$3.96M	Buy	+40,712	New	+$4.01M	1.19%	25

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

Summit Financial Wealth Advisors's PRU Position: Q2 2022 in Review

Summit Financial Wealth Advisors sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 1,691 shares — an estimated $200K sold.

Summit Financial Wealth Advisors first reported a position in PRU in Q3 2018 and held it in 7 quarters. The position peaked at $4.54M in Q4 2019. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

Summit Financial Wealth Advisors reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
Summit Financial Wealth Advisors sold 1,691 Prudential Financial shares in Q2 2022, an estimated $200K.
Summit Financial Wealth Advisors first reported a position in Prudential Financial in Q3 2018 and held it in 7 quarters.
Summit Financial Wealth Advisors's Prudential Financial position peaked at $4.54M in Q4 2019.
1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.