World Equity Group’s Prudential Financial PRU Stock Holding History

World Equity Group’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	-5,061	Closed	-$207K	–	503
2023 Q1	$207K	Buy	+5,061	New	+$483K	0.03%	458

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

World Equity Group's PRU Position: Q2 2023 in Review

World Equity Group sold out of Prudential Financial (PRU) in Q2 2023, closing a stake of 5,061 shares — an estimated $207K sold.

World Equity Group first reported a position in PRU in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 1,146 funds tracked by Wall St. Rank hold PRU as of Q2 2023.

World Equity Group reported no remaining Prudential Financial position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 5,061 Prudential Financial shares in Q2 2023, an estimated $207K.
World Equity Group first reported a position in Prudential Financial in Q1 2023 and held it in 1 quarter.
World Equity Group's Prudential Financial position peaked at $207K in Q1 2023.
1,146 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.