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Symphony Financial’s Prudential Financial PRU Stock Holding History

Symphony Financial’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
Q1 		– Sell
-2,324
Closed -$235K – 209
2022
Q4 		$235K Sell
2,324
-76
-3% -$7.7K 0.06% 182
2022
Q3 		$207K Sell
2,400
-160
-6% -$15.4K 0.07% 181
2022
Q2 		$247K Buy
2,560
+95
+4% +$10.1K 0.07% 164
2022
Q1 		$283K Sell
2,465
-372
-13% -$42.3K 0.07% 164
2021
Q4 		$312K Buy
2,837
+462
+19% +$50.2K 0.09% 146
2021
Q3 		$251K Buy
+2,375
New +$245K 0.09% 158

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Symphony Financial's PRU Position: Q1 2023 in Review

Symphony Financial sold out of Prudential Financial (PRU) in Q1 2023, closing a stake of 2,324 shares — an estimated $235K sold.

Symphony Financial first reported a position in PRU in Q3 2021 and held it in 6 quarters. The position peaked at $312K in Q4 2021. 1,145 funds tracked by Wall St. Rank hold PRU as of Q1 2023.

  • Symphony Financial reported no remaining Prudential Financial position as of Q1 2023 after selling out during the quarter.
  • Symphony Financial sold 2,324 Prudential Financial shares in Q1 2023, an estimated $235K.
  • Symphony Financial first reported a position in Prudential Financial in Q3 2021 and held it in 6 quarters.
  • Symphony Financial's Prudential Financial position peaked at $312K in Q4 2021.
  • 1,145 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2023.

Based on Symphony Financial's 13F filing for Q1 2023, filed 3 May 2023.