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Sutton Wealth Advisors’s Prudential Financial PRU Stock Holding History

Sutton 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
2023
Q3 		$217K Sell
2,284
-17
-0.7% -$1.61K 0.11% 102
2023
Q2 		$203K Sell
2,301
-122
-5% -$10.2K 0.1% 105
2023
Q1 		$200K Sell
2,423
-2,324
-49% -$222K 0.11% 105
2022
Q4 		$472K Buy
4,747
+298
+7% +$30.2K 0.18% 89
2022
Q3 		$382K Buy
4,449
+927
+26% +$89.2K 0.16% 98
2022
Q2 		$337K Buy
3,522
+367
+12% +$38.8K 0.13% 112
2022
Q1 		$373K Buy
3,155
+526
+20% +$59.8K 0.13% 115
2021
Q4 		$285K Buy
2,629
+244
+10% +$26.5K 0.09% 143
2021
Q3 		$251K Hold
2,385
– – 0.09% 151
2021
Q2 		$244K Hold
2,385
– – 0.09% 157
2021
Q1 		$217K Hold
2,385
– – 0.09% 163
2020
Q4 		$186K Sell
2,385
-130
-5% -$9.39K 0.08% 163
2020
Q3 		$160K Buy
2,515
+14
+0.6% +$920 0.08% 163
2020
Q2 		$152K Buy
2,501
+14
+0.6% +$822 0.08% 162
2020
Q1 		$130K Sell
2,487
-453
-15% -$36K 0.08% 169
2019
Q4 		$276K Sell
2,940
-3
-0.1% -$275 0.14% 117
2019
Q3 		$265K Buy
2,943
+338
+13% +$30.6K 0.15% 115
2019
Q2 		$263K Buy
2,605
+3
+0.1% +$299 0.15% 114
2019
Q1 		$239K Buy
2,602
+16
+0.6% +$1.48K 0.14% 119
2018
Q4 		$211K Buy
2,586
+235
+10% +$21.6K 0.14% 121
2018
Q3 		$238K Hold
2,351
– – 0.16% 110
2018
Q2 		$220K Hold
2,351
– – 0.15% 113
2018
Q1 		$243K Buy
2,351
+14
+0.6% +$1.58K 0.17% 103
2017
Q4 		$269K Hold
2,337
– – 0.2% 89
2017
Q3 		$248K Hold
2,337
– – 0.19% 92
2017
Q2 		$253K Hold
2,337
– – 0.2% 81
2017
Q1 		$249K Hold
2,337
– – 0.21% 76
2016
Q4 		$243K Hold
2,337
– – 0.22% 78
2016
Q3 		$191K Hold
2,337
– – 0.17% 100
2016
Q2 		$167K Hold
2,337
– – 0.16% 113
2016
Q1 		$169K Buy
+2,337
New +$163K 0.16% 110

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

Sutton Wealth Advisors's PRU Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Prudential Financial (PRU) stake by 0.74% in Q3 2023, selling an estimated $1.61K and leaving 2,284 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #102.

Sutton Wealth Advisors first reported a position in PRU in Q1 2016 and has held it in 31 quarters since. The position peaked at $472K in Q4 2022. 1,158 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

  • Sutton Wealth Advisors held 2,284 shares of Prudential Financial worth $217K as of Q3 2023.
  • Sutton Wealth Advisors sold 17 Prudential Financial shares in Q3 2023, an estimated $1.61K.
  • Prudential Financial made up 0.11% of Sutton Wealth Advisors's portfolio in Q3 2023, its #102 holding.
  • Sutton Wealth Advisors first reported a position in Prudential Financial in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Prudential Financial position peaked at $472K in Q4 2022.
  • 1,158 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.