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UBP Investment Advisors’s Prudential Financial PRU Stock Holding History

UBP Investment 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
Q2 		– Sell
-2,263
Closed -$340K – 124
2022
Q1 		$340K Buy
+2,263
New +$257K 0.13% 88

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBP Investment Advisors's PRU Position: Q2 2022 in Review

UBP Investment Advisors sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 2,263 shares — an estimated $340K sold.

UBP Investment Advisors first reported a position in PRU in Q1 2022 and held it in 1 quarter. The position peaked at $340K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

  • UBP Investment Advisors reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 2,263 Prudential Financial shares in Q2 2022, an estimated $340K.
  • UBP Investment Advisors first reported a position in Prudential Financial in Q1 2022 and held it in 1 quarter.
  • UBP Investment Advisors's Prudential Financial position peaked at $340K in Q1 2022.
  • 1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on UBP Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.