AWM
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Avitas Wealth Management’s Prudential Financial PRU Stock Holding History

Avitas 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
Q4 		$2.26M Buy
19,067
+70
+0.4% +$8.64K 0.31% 81
2024
Q3 		$2.3M Buy
18,997
+206
+1% +$24.4K 0.32% 86
2024
Q2 		$2.2M Sell
18,791
-12
-0.1% -$1.39K 0.32% 83
2024
Q1 		$2.21M Buy
18,803
+86
+0.5% +$9.27K 0.34% 81
2023
Q4 		$1.94M Buy
18,717
+472
+3% +$45.3K 0.32% 89
2023
Q3 		$1.73M Sell
18,245
-6,129
-25% -$580K 0.33% 86
2023
Q2 		$2.15M Buy
24,374
+208
+0.9% +$17.4K 0.39% 75
2023
Q1 		$2M Sell
24,166
-173
-0.7% -$16.5K 0.39% 74
2022
Q4 		$2.42M Sell
24,339
-150
-0.6% -$15.2K 0.51% 58
2022
Q3 		$2.1M Buy
24,489
+231
+1% +$22.2K 0.48% 60
2022
Q2 		$2.32M Sell
24,258
-8,211
-25% -$869K 0.51% 61
2022
Q1 		$3.84M Sell
32,469
-189
-0.6% -$21.5K 0.69% 38
2021
Q4 		$3.54M Buy
32,658
+519
+2% +$56.4K 0.59% 64
2021
Q3 		$3.38M Sell
32,139
-175
-0.5% -$18K 0.62% 65
2021
Q2 		$3.31M Buy
32,314
+723
+2% +$73.9K 0.59% 63
2021
Q1 		$2.88M Buy
31,591
+387
+1% +$33.1K 0.56% 66
2020
Q4 		$2.44M Buy
31,204
+580
+2% +$41.9K 0.49% 86
2020
Q3 		$1.95M Buy
30,624
+6,210
+25% +$408K 0.54% 67
2020
Q2 		$1.49M Buy
+24,414
New +$1.43M 0.49% 85
2018
Q4 		– Sell
-36,083
Closed -$3.66M – 175
2018
Q3 		$3.66M Buy
+36,083
New +$3.56M 1.04% 27

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

Avitas Wealth Management's PRU Position: Q4 2024 in Review

Avitas Wealth Management increased its Prudential Financial (PRU) stake by 0.37% in Q4 2024, buying an estimated $8.64K and bringing the position to 19,067 shares worth $2.26M. The position accounts for 0.31% of the portfolio, ranked #81.

Avitas Wealth Management first reported a position in PRU in Q3 2018 and has held it in 20 quarters since. The position peaked at $3.84M in Q1 2022. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Avitas Wealth Management held 19,067 shares of Prudential Financial worth $2.26M as of Q4 2024.
  • Avitas Wealth Management bought 70 Prudential Financial shares in Q4 2024, an estimated $8.64K.
  • Prudential Financial made up 0.31% of Avitas Wealth Management's portfolio in Q4 2024, its #81 holding.
  • Avitas Wealth Management first reported a position in Prudential Financial in Q3 2018 and has held it in 20 quarters since.
  • Avitas Wealth Management's Prudential Financial position peaked at $3.84M in Q1 2022.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.