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Ashton Thomas Private Wealth’s Prudential Financial PRU Stock Holding History

Ashton Thomas Private Wealth’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 		– Sell
-557
Closed -$65.3K – 1515
2024
Q2 		$65.3K Buy
+557
New +$64.3K ﹤0.01% 847
2021
Q4 		– Sell
-2,344
Closed -$247K – 461
2021
Q3 		$247K Sell
2,344
-467
-17% -$48.1K 0.04% 328
2021
Q2 		$288K Buy
+2,811
New +$287K 0.04% 295
2019
Q3 		– Sell
-2,852
Closed -$288K – 193
2019
Q2 		$288K Sell
2,852
-128
-4% -$12.8K 0.11% 144
2019
Q1 		$274K Buy
+2,980
New +$275K 0.11% 144

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

Ashton Thomas Private Wealth's PRU Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 557 shares — an estimated $65.3K sold.

Ashton Thomas Private Wealth first reported a position in PRU in Q1 2019 and held it in 5 quarters. The position peaked at $288K in Q2 2019. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 557 Prudential Financial shares in Q3 2024, an estimated $65.3K.
  • Ashton Thomas Private Wealth first reported a position in Prudential Financial in Q1 2019 and held it in 5 quarters.
  • Ashton Thomas Private Wealth's Prudential Financial position peaked at $288K in Q2 2019.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.