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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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. 1,221 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.
1,221 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.