WFA Asset Management’s Prudential Financial PRU Stock Holding History

WFA Asset 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
2024 Q1	–	Sell	-71	Closed	-$7.36K	–	256
2023 Q4	$7.36K	Sell	71 -10	-12%	-$959	﹤0.01%	184
2023 Q3	$7.64K	Buy	81 +1	+1%	+$95	﹤0.01%	185
2023 Q2	$7.09K	Hold	80	–	–	﹤0.01%	195
2023 Q1	$6.64K	Hold	80	–	–	﹤0.01%	193
2022 Q4	$7.97K	Hold	80	–	–	0.01%	165
2022 Q3	$6.86K	Buy	+80	New	+$7.7K	﹤0.01%	174

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WFA Asset Management's PRU Position: Q1 2024 in Review

WFA Asset Management sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 71 shares — an estimated $7.36K sold.

WFA Asset Management first reported a position in PRU in Q3 2022 and held it in 6 quarters. The position peaked at $7.97K in Q4 2022. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

WFA Asset Management reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
WFA Asset Management sold 71 Prudential Financial shares in Q1 2024, an estimated $7.36K.
WFA Asset Management first reported a position in Prudential Financial in Q3 2022 and held it in 6 quarters.
WFA Asset Management's Prudential Financial position peaked at $7.97K in Q4 2022.
1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on WFA Asset Management's 13F filing for Q1 2024, filed 19 Apr 2024.