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Summit Wealth & Retirement Planning’s Prudential Financial PRU Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-3,235
Closed -$268K – 94
2023
Q1 		$268K Sell
3,235
-2,129
-40% -$203K 0.1% 91
2022
Q4 		$534K Sell
5,364
-309
-5% -$31.3K 0.22% 60
2022
Q3 		$487K Hold
5,673
– – 0.19% 64
2022
Q2 		$543K Sell
5,673
-41
-0.7% -$4.34K 0.21% 61
2022
Q1 		$675K Buy
+5,714
New +$650K 0.24% 58

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Summit Wealth & Retirement Planning's PRU Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 3,235 shares — an estimated $268K sold.

Summit Wealth & Retirement Planning first reported a position in PRU in Q1 2022 and held it in 5 quarters. The position peaked at $675K in Q1 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 3,235 Prudential Financial shares in Q2 2023, an estimated $268K.
  • Summit Wealth & Retirement Planning first reported a position in Prudential Financial in Q1 2022 and held it in 5 quarters.
  • Summit Wealth & Retirement Planning's Prudential Financial position peaked at $675K in Q1 2022.
  • 1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.