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AmeriServ Wealth Advisors’s Prudential Financial PRU Stock Holding History

AmeriServ Wealth Advisors’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
2025
Q1 		– Sell
-2,547
Closed -$302K – 69
2024
Q4 		$302K Buy
+2,547
New +$314K 0.16% 54
2023
Q3 		$229K Sell
2,417
-65
-3% -$6.15K 0.42% 38
2023
Q2 		$219K Sell
2,482
-55
-2% -$4.6K 0.41% 41
2023
Q1 		$210K Sell
2,537
-200
-7% -$19.1K 0.48% 40
2022
Q4 		$272K Sell
2,737
-110
-4% -$11.1K 0.54% 37
2022
Q3 		$244K Hold
2,847
– – 0.54% 39
2022
Q2 		$272K Sell
2,847
-11,529
-80% -$1.22M 0.64% 41
2022
Q1 		$1.7M Buy
14,376
+1,470
+11% +$167K 1.24% 12
2021
Q4 		$1.4M Buy
12,906
+4
+0% +$434 0.96% 18
2021
Q3 		$1.36M Sell
12,902
-442
-3% -$45.5K 1.05% 17
2021
Q2 		$1.37M Sell
13,344
-2,074
-13% -$212K 1.06% 21
2021
Q1 		$1.41M Buy
15,418
+746
+5% +$63.9K 1.2% 17
2020
Q4 		$1.15M Buy
+14,672
New +$1.06M 1.13% 22

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AmeriServ Wealth Advisors's PRU Position: Q1 2025 in Review

AmeriServ Wealth Advisors sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 2,547 shares — an estimated $302K sold.

AmeriServ Wealth Advisors first reported a position in PRU in Q4 2020 and held it in 13 quarters. The position peaked at $1.7M in Q1 2022. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • AmeriServ Wealth Advisors reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 2,547 Prudential Financial shares in Q1 2025, an estimated $302K.
  • AmeriServ Wealth Advisors first reported a position in Prudential Financial in Q4 2020 and held it in 13 quarters.
  • AmeriServ Wealth Advisors's Prudential Financial position peaked at $1.7M in Q1 2022.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.