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Wealth Advisors of Tampa Bay’s Prudential Financial PRU Stock Holding History

Wealth Advisors of Tampa Bay’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
Q1 		– Sell
-26,396
Closed -$2.86M – 111
2021
Q4 		$2.86M Buy
26,396
+13,891
+111% +$1.51M 0.7% 54
2021
Q3 		$1.32M Sell
12,505
-220
-2% -$22.7K 0.73% 53
2021
Q2 		$1.3M Buy
12,725
+304
+2% +$31.1K 0.73% 54
2021
Q1 		$1.13M Sell
12,421
-507
-4% -$43.4K 0.67% 59
2020
Q4 		$1.01M Sell
12,928
-60
-0.5% -$4.33K 0.7% 52
2020
Q3 		$825K Buy
12,988
+141
+1% +$9.27K 0.61% 54
2020
Q2 		$782K Buy
12,847
+820
+7% +$48.1K 0.65% 49
2020
Q1 		$627K Hold
12,027
– – 0.7% 45
2019
Q4 		$1.13M Sell
12,027
-2,053
-15% -$189K 1.04% 36
2019
Q3 		$1.27M Sell
14,080
-539
-4% -$48.8K 1.05% 41
2019
Q2 		$1.48M Sell
14,619
-360
-2% -$35.9K 1.07% 41
2019
Q1 		$1.38M Buy
14,979
+44
+0.3% +$4.06K 1% 41
2018
Q4 		$1.22M Buy
14,935
+1
+0% +$92 0.99% 39
2018
Q3 		$1.52M Buy
14,934
+340
+2% +$33.5K 1.06% 39
2018
Q2 		$1.38M Buy
14,594
+871
+6% +$88K 1.05% 37
2018
Q1 		$1.42M Buy
13,723
+2,010
+17% +$227K 1.03% 39
2017
Q4 		$1.38M Buy
+11,713
New +$1.31M 0.95% 40

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Wealth Advisors of Tampa Bay's PRU Position: Q1 2022 in Review

Wealth Advisors of Tampa Bay sold out of Prudential Financial (PRU) in Q1 2022, closing a stake of 26,396 shares — an estimated $2.86M sold.

Wealth Advisors of Tampa Bay first reported a position in PRU in Q4 2017 and held it in 17 quarters. The position peaked at $2.86M in Q4 2021. 1,218 funds tracked by Wall St. Rank hold PRU as of Q1 2022.

  • Wealth Advisors of Tampa Bay reported no remaining Prudential Financial position as of Q1 2022 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 26,396 Prudential Financial shares in Q1 2022, an estimated $2.86M.
  • Wealth Advisors of Tampa Bay first reported a position in Prudential Financial in Q4 2017 and held it in 17 quarters.
  • Wealth Advisors of Tampa Bay's Prudential Financial position peaked at $2.86M in Q4 2021.
  • 1,218 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2022.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2022, filed 25 Apr 2022.