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Abich Financial Wealth Management’s Prudential Financial PRU Stock Holding History

Abich Financial Wealth 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
Q3 		$74.5K Sell
615
-747
-55% -$88.3K 0.17% 63
2024
Q2 		$160K Buy
1,362
+175
+15% +$20.2K 0.11% 62
2024
Q1 		$139K Buy
1,187
+373
+46% +$40.2K 0.11% 54
2023
Q4 		$84.4K Buy
+814
New +$78.1K 0.08% 56

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Abich Financial Wealth Management's PRU Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Prudential Financial (PRU) stake by 55% in Q3 2024, selling an estimated $88.3K and leaving 615 shares worth $74.5K. The position accounts for 0.17% of the portfolio, ranked #63.

Abich Financial Wealth Management first reported a position in PRU in Q4 2023 and has held it in 4 quarters since. The position peaked at $160K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Abich Financial Wealth Management held 615 shares of Prudential Financial worth $74.5K as of Q3 2024.
  • Abich Financial Wealth Management sold 747 Prudential Financial shares in Q3 2024, an estimated $88.3K.
  • Prudential Financial made up 0.17% of Abich Financial Wealth Management's portfolio in Q3 2024, its #63 holding.
  • Abich Financial Wealth Management first reported a position in Prudential Financial in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's Prudential Financial position peaked at $160K in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.