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B.O.S.S. Retirement Advisors’s Prudential Financial PRU Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-13,765
Closed -$1.67M – 275
2024
Q3 		$1.67M Buy
13,765
+278
+2% +$32.9K 0.34% 81
2024
Q2 		$1.58M Sell
13,487
-2,713
-17% -$313K 0.4% 66
2024
Q1 		$1.68M Sell
16,200
-1,995
-11% -$215K 0.64% 59
2023
Q4 		$1.89M Sell
18,195
-2,529
-12% -$243K 0.37% 89
2023
Q3 		$1.97M Sell
20,724
-2,379
-10% -$225K 0.42% 76
2023
Q2 		$2.04M Buy
23,103
+445
+2% +$37.2K 0.43% 69
2023
Q1 		$1.87M Sell
22,658
-5,858
-21% -$559K 0.44% 87
2022
Q4 		$2.84M Buy
+28,516
New +$2.89M 0.73% 32

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

B.O.S.S. Retirement Advisors's PRU Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 13,765 shares — an estimated $1.67M sold.

B.O.S.S. Retirement Advisors first reported a position in PRU in Q4 2022 and held it in 8 quarters. The position peaked at $2.84M in Q4 2022. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 13,765 Prudential Financial shares in Q4 2024, an estimated $1.67M.
  • B.O.S.S. Retirement Advisors first reported a position in Prudential Financial in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's Prudential Financial position peaked at $2.84M in Q4 2022.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.