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WFA of San Diego’s Prudential Financial PRU Stock Holding History

WFA of San Diego’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
-214
Closed -$18.9K – 414
2023
Q2 		$18.9K Buy
+214
New +$17.9K 0.02% 238
2023
Q1 		– Sell
-214
Closed -$21.3K – 330
2022
Q4 		$21.3K Buy
+214
New +$21.7K 0.02% 284
2022
Q3 		– Sell
-214
Closed -$20K – 320
2022
Q2 		$20K Buy
+214
New +$22.7K 0.02% 222

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFA of San Diego's PRU Position: Q3 2023 in Review

WFA of San Diego sold out of Prudential Financial (PRU) in Q3 2023, closing a stake of 214 shares — an estimated $18.9K sold.

WFA of San Diego first reported a position in PRU in Q2 2022 and held it in 3 quarters. The position peaked at $21.3K in Q4 2022. 1,157 funds tracked by Wall St. Rank hold PRU as of Q3 2023.

  • WFA of San Diego reported no remaining Prudential Financial position as of Q3 2023 after selling out during the quarter.
  • WFA of San Diego sold 214 Prudential Financial shares in Q3 2023, an estimated $18.9K.
  • WFA of San Diego first reported a position in Prudential Financial in Q2 2022 and held it in 3 quarters.
  • WFA of San Diego's Prudential Financial position peaked at $21.3K in Q4 2022.
  • 1,157 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2023.

Based on WFA of San Diego's 13F filing for Q3 2023, filed 2 Nov 2023.