Tru Independence Asset Management 2’s Prudential Financial PRU Stock Holding History

Tru Independence Asset Management 2’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	$201K	Sell	2,342 -570	-20%	-$54.9K	0.21%	66
2022 Q2	$279K	Sell	2,912 -501	-15%	-$53K	0.23%	51
2022 Q1	$403K	Buy	3,413 +25	+0.7%	+$2.84K	0.23%	57
2021 Q4	$367K	Buy	3,388 +22	+0.7%	+$2.39K	0.19%	87
2021 Q3	$354K	Buy	3,366 +161	+5%	+$16.6K	0.25%	74
2021 Q2	$328K	Buy	3,205 +180	+6%	+$18.4K	0.22%	88
2021 Q1	$276K	Sell	3,025 -6,736	-69%	-$577K	0.22%	89
2020 Q4	$762K	Buy	+9,761	New	+$705K	0.64%	39

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Tru Independence Asset Management 2's PRU Position: Q3 2022 in Review

Tru Independence Asset Management 2 reduced its Prudential Financial (PRU) stake by 20% in Q3 2022, selling an estimated $54.9K and leaving 2,342 shares worth $201K. The position accounts for 0.21% of the portfolio, ranked #66.

Tru Independence Asset Management 2 first reported a position in PRU in Q4 2020 and has held it in 8 quarters since. The position peaked at $762K in Q4 2020. 1,123 funds tracked by Wall St. Rank hold PRU as of Q3 2022.

Tru Independence Asset Management 2 held 2,342 shares of Prudential Financial worth $201K as of Q3 2022.
Tru Independence Asset Management 2 sold 570 Prudential Financial shares in Q3 2022, an estimated $54.9K.
Prudential Financial made up 0.21% of Tru Independence Asset Management 2's portfolio in Q3 2022, its #66 holding.
Tru Independence Asset Management 2 first reported a position in Prudential Financial in Q4 2020 and has held it in 8 quarters since.
Tru Independence Asset Management 2's Prudential Financial position peaked at $762K in Q4 2020.
1,123 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.