WealthPLAN Partners’s Prudential Financial PRU Stock Holding History

WealthPLAN Partners’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	-480	Closed	-$42.3K	–	923
2023 Q2	$42.3K	Sell	480 -769	-62%	-$64.3K	0.01%	540
2023 Q1	$103K	Sell	1,249 -757	-38%	-$72.3K	0.01%	419
2022 Q4	$207K	Buy	+2,006	New	+$203K	0.01%	371
2022 Q1	$276K	Sell	2,542 -349	-12%	-$39.7K	0.02%	328
2021 Q4	$323K	Hold	2,891	–	–	0.02%	309
2021 Q3	$306K	Buy	2,891 +44	+2%	+$4.53K	0.02%	310
2021 Q2	$306K	Buy	2,847 +132	+5%	+$13.5K	0.02%	286
2021 Q1	$276K	Buy	2,715 +22	+0.8%	+$1.88K	0.02%	284
2020 Q4	$223K	Buy	+2,693	New	+$195K	0.02%	302
2020 Q3	–	Sell	-3,128	Closed	-$218K	–	329
2020 Q2	$218K	Buy	+3,128	New	+$184K	0.02%	278
2019 Q2	–	Sell	-2,140	Closed	-$210K	–	270
2019 Q1	$210K	Buy	+2,140	New	+$197K	0.03%	241
2016 Q3	$661	Sell	8 -468	-98%	-$35.9K	﹤0.01%	911
2016 Q2	$13.7K	Buy	+476	New	+$35.9K	﹤0.01%	1599
2015 Q4	$10.9K	Buy	+518	New	+$42.8K	﹤0.01%	1120
2015 Q2	$12K	Buy	142 +8	+6%	+$679	0.01%	301
2015 Q1	$11K	Buy	+134	New	+$10.9K	0.01%	374

Other funds holding PRU

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's PRU Position: Q3 2023 in Review

WealthPLAN Partners sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 480 shares — an estimated $42.3K sold.

WealthPLAN Partners first reported a position in PRU in Q1 2015 and held it in 16 quarters. The position peaked at $323K in Q4 2021. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

WealthPLAN Partners reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 480 Prudential Financial shares in Q3 2023, an estimated $42.3K.
WealthPLAN Partners first reported a position in Prudential Financial in Q1 2015 and held it in 16 quarters.
WealthPLAN Partners's Prudential Financial position peaked at $323K in Q4 2021.
1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.