WealthSource Partners’s Prudential Financial PRU Stock Holding History

WealthSource 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
2022 Q2	–	Sell	-2,070	Closed	-$245K	–	583
2022 Q1	$245K	Buy	2,070 +80	+4%	+$9.1K	0.02%	501
2021 Q4	$215K	Buy	1,990 +3	+0.2%	+$326	0.02%	511
2021 Q3	$209K	Buy	1,987 +6	+0.3%	+$618	0.02%	474
2021 Q2	$203K	Buy	+1,981	New	+$202K	0.02%	443

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthSource Partners's PRU Position: Q2 2022 in Review

WealthSource Partners sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 2,070 shares — an estimated $245K sold.

WealthSource Partners first reported a position in PRU in Q2 2021 and held it in 4 quarters. The position peaked at $245K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

WealthSource Partners reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
WealthSource Partners sold 2,070 Prudential Financial shares in Q2 2022, an estimated $245K.
WealthSource Partners first reported a position in Prudential Financial in Q2 2021 and held it in 4 quarters.
WealthSource Partners's Prudential Financial position peaked at $245K in Q1 2022.
1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.