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Teamwork Financial Advisors’s Prudential Financial PRU Stock Holding History

Teamwork Financial 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
Q3 		– Sell
-2,300
Closed -$220K – 225
2022
Q2 		$220K Sell
2,300
-647
-22% -$68.5K 0.05% 197
2022
Q1 		$348K Sell
2,947
-667
-18% -$75.8K 0.06% 195
2021
Q4 		$391K Buy
3,614
+120
+3% +$13K 0.07% 211
2021
Q3 		$368K Buy
3,494
+263
+8% +$27.1K 0.07% 195
2021
Q2 		$331K Buy
+3,231
New +$330K 0.07% 186

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Teamwork Financial Advisors's PRU Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of Prudential Financial (PRU) in Q3 2022, closing a stake of 2,300 shares — an estimated $220K sold.

Teamwork Financial Advisors first reported a position in PRU in Q2 2021 and held it in 5 quarters. The position peaked at $391K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold PRU as of Q3 2022.

  • Teamwork Financial Advisors reported no remaining Prudential Financial position as of Q3 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 2,300 Prudential Financial shares in Q3 2022, an estimated $220K.
  • Teamwork Financial Advisors first reported a position in Prudential Financial in Q2 2021 and held it in 5 quarters.
  • Teamwork Financial Advisors's Prudential Financial position peaked at $391K in Q4 2021.
  • 1,123 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.