WIM
PRU icon

WealthPlan Investment Management’s Prudential Financial PRU Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-755
Closed -$62.5K – 445
2023
Q1 		$62.5K Sell
755
-1,251
-62% -$119K 0.01% 233
2022
Q4 		$209K Buy
+2,006
New +$203K 0.01% 368
2022
Q1 		$276K Buy
+2,542
New +$289K 0.02% 328

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

WealthPlan Investment Management's PRU Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 755 shares — an estimated $62.5K sold.

WealthPlan Investment Management first reported a position in PRU in Q1 2022 and held it in 3 quarters. The position peaked at $276K in Q1 2022. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 755 Prudential Financial shares in Q2 2023, an estimated $62.5K.
  • WealthPlan Investment Management first reported a position in Prudential Financial in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Prudential Financial position peaked at $276K in Q1 2022.
  • 1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.