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Advisory Alpha’s Prudential Financial PRU Stock Holding History

Advisory Alpha’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
Q4 		– Sell
-2,105
Closed -$255K – 455
2024
Q3 		$255K Buy
+2,105
New +$249K 0.01% 351
2023
Q3 		– Sell
-2,976
Closed -$263K – 326
2023
Q2 		$263K Buy
2,976
+101
+4% +$8.45K 0.01% 270
2023
Q1 		$238K Buy
2,875
+723
+34% +$69K 0.02% 254
2022
Q4 		$214K Buy
+2,152
New +$218K 0.02% 244
2022
Q3 		– Sell
-2,241
Closed -$214K – 257
2022
Q2 		$214K Sell
2,241
-7
-0.3% -$741 0.02% 236
2022
Q1 		$266K Hold
2,248
– – 0.02% 225
2021
Q4 		$243K Buy
2,248
+47
+2% +$5.1K 0.01% 242
2021
Q3 		$232K Sell
2,201
-20
-0.9% -$2.06K 0.02% 223
2021
Q2 		$228K Sell
2,221
-30
-1% -$3.06K 0.02% 177
2021
Q1 		$205K Sell
2,251
-334
-13% -$28.6K 0.02% 171
2020
Q4 		$202K Buy
2,585
+32
+1% +$2.31K 0.04% 104
2020
Q3 		$173K Buy
+2,553
New +$168K 0.04% 99
2020
Q2 		– Sell
-981
Closed -$52.2K – 480
2020
Q1 		$52.2K Buy
981
+146
+17% +$11.6K 0.01% 201
2019
Q4 		$79.3K Buy
835
+412
+97% +$37.8K 0.02% 227
2019
Q3 		$36.4K Buy
+423
New +$38.3K 0.01% 284
2019
Q2 		– Sell
-320
Closed -$32.3K – 508
2019
Q1 		$32.3K Buy
+320
New +$29.5K 0.01% 285

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Alpha's PRU Position: Q4 2024 in Review

Advisory Alpha sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 2,105 shares — an estimated $255K sold.

Advisory Alpha first reported a position in PRU in Q1 2019 and held it in 16 quarters. The position peaked at $266K in Q1 2022. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Advisory Alpha reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Advisory Alpha sold 2,105 Prudential Financial shares in Q4 2024, an estimated $255K.
  • Advisory Alpha first reported a position in Prudential Financial in Q1 2019 and held it in 16 quarters.
  • Advisory Alpha's Prudential Financial position peaked at $266K in Q1 2022.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Advisory Alpha's 13F filing for Q4 2024, filed 17 Jan 2025.