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Wagner Wealth Management (South Carolina)’s Prudential Financial PRU Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-272
Closed -$23K – 595
2022
Q3 		$23K Buy
272
+3
+1% +$289 0.02% 295
2022
Q2 		$26K Buy
+269
New +$28.5K 0.02% 283
2022
Q1 		– Sell
-263
Closed -$28K – 551
2021
Q4 		$28K Buy
263
+3
+1% +$326 0.02% 342
2021
Q3 		$29K Buy
260
+2
+0.8% +$206 0.02% 325
2021
Q2 		$26K Buy
258
+23
+10% +$2.35K 0.02% 350
2021
Q1 		$21K Buy
+235
New +$20.1K 0.02% 357

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PRU Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Prudential Financial (PRU) in Q4 2022, closing a stake of 272 shares — an estimated $23K sold.

Wagner Wealth Management (South Carolina) first reported a position in PRU in Q1 2021 and held it in 6 quarters. The position peaked at $29K in Q3 2021. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Prudential Financial position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 272 Prudential Financial shares in Q4 2022, an estimated $23K.
  • Wagner Wealth Management (South Carolina) first reported a position in Prudential Financial in Q1 2021 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s Prudential Financial position peaked at $29K in Q3 2021.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.