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V Wealth Advisors’s Prudential Financial PRU Stock Holding History

V Wealth 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
2023
Q3 		– Sell
-4,424
Closed -$390K – 293
2023
Q2 		$390K Buy
4,424
+532
+14% +$44.5K 0.07% 234
2023
Q1 		$322K Buy
3,892
+625
+19% +$59.7K 0.06% 275
2022
Q4 		$325K Buy
3,267
+295
+10% +$29.9K 0.07% 264
2022
Q3 		$254K Buy
2,972
+32
+1% +$3.08K 0.05% 316
2022
Q2 		$282K Buy
2,940
+245
+9% +$25.9K 0.05% 322
2022
Q1 		$318K Sell
2,695
-65
-2% -$7.39K 0.05% 334
2021
Q4 		$299K Buy
2,760
+111
+4% +$12.1K 0.04% 356
2021
Q3 		$279K Sell
2,649
-191
-7% -$19.7K 0.04% 372
2021
Q2 		$292K Sell
2,840
-861
-23% -$87.9K 0.05% 372
2021
Q1 		$337K Buy
3,701
+608
+20% +$52K 0.06% 324
2020
Q4 		$241K Buy
+3,093
New +$223K 0.05% 334
2017
Q3 		– Sell
-101
Closed -$10K – 578
2017
Q2 		$10K Buy
+101
New +$10.7K ﹤0.01% 574

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

V Wealth Advisors's PRU Position: Q3 2023 in Review

V Wealth Advisors sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 4,424 shares — an estimated $390K sold.

V Wealth Advisors first reported a position in PRU in Q2 2017 and held it in 12 quarters. The position peaked at $390K in Q2 2023. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

  • V Wealth Advisors reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 4,424 Prudential Financial shares in Q3 2023, an estimated $390K.
  • V Wealth Advisors first reported a position in Prudential Financial in Q2 2017 and held it in 12 quarters.
  • V Wealth Advisors's Prudential Financial position peaked at $390K in Q2 2023.
  • 1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.