TCWP’s Prudential Financial PRU Stock Holding History

TCWP’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	-1,187	Closed	-$140K	–	1357
2022 Q1	$140K	Buy	+1,187	New	+$135K	0.03%	303

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

TCWP's PRU Position: Q2 2022 in Review

TCWP sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 1,187 shares — an estimated $140K sold.

TCWP first reported a position in PRU in Q1 2022 and held it in 1 quarter. The position peaked at $140K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

TCWP reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,187 Prudential Financial shares in Q2 2022, an estimated $140K.
TCWP first reported a position in Prudential Financial in Q1 2022 and held it in 1 quarter.
TCWP's Prudential Financial position peaked at $140K in Q1 2022.
1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.