Baldwin Wealth Partners’s Prudential Financial PRU Stock Holding History

Baldwin Wealth Partners’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	-99	Closed	-$12K	–	815
2024 Q3	$12K	Buy	+99	New	+$11.7K	﹤0.01%	769
2023 Q3	–	Sell	-10,200	Closed	-$900K	–	771
2023 Q2	$900K	Hold	10,200	–	–	0.07%	117
2023 Q1	$844K	Hold	10,200	–	–	0.07%	118
2022 Q4	$1.01M	Hold	10,200	–	–	0.09%	111
2022 Q3	$875K	Hold	10,200	–	–	0.12%	73
2022 Q2	$976K	Hold	10,200	–	–	0.13%	73
2022 Q1	$1.21M	Buy	+10,200	New	+$1.16M	0.13%	73
2020 Q2	–	Sell	-184	Closed	-$10K	–	549
2020 Q1	$10K	Hold	184	–	–	﹤0.01%	427
2019 Q4	$17K	Hold	184	–	–	﹤0.01%	416
2019 Q3	$17K	Hold	184	–	–	﹤0.01%	417
2019 Q2	$19K	Hold	184	–	–	﹤0.01%	402
2019 Q1	$17K	Sell	184 -270	-59%	-$24.9K	﹤0.01%	412
2018 Q4	$37K	Buy	454 +270	+147%	+$24.9K	0.01%	316
2018 Q3	$19K	Hold	184	–	–	﹤0.01%	406
2018 Q2	$17K	Hold	184	–	–	﹤0.01%	415
2018 Q1	$19K	Hold	184	–	–	﹤0.01%	384
2017 Q4	$21K	Hold	184	–	–	﹤0.01%	370
2017 Q3	$20K	Buy	184 +92	+100%	+$9.83K	﹤0.01%	367
2017 Q2	$10K	Buy	+92	New	+$9.77K	﹤0.01%	425

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baldwin Wealth Partners's PRU Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 99 shares — an estimated $12K sold.

Baldwin Wealth Partners first reported a position in PRU in Q2 2017 and held it in 19 quarters. The position peaked at $1.21M in Q1 2022. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

Baldwin Wealth Partners reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 99 Prudential Financial shares in Q4 2024, an estimated $12K.
Baldwin Wealth Partners first reported a position in Prudential Financial in Q2 2017 and held it in 19 quarters.
Baldwin Wealth Partners's Prudential Financial position peaked at $1.21M in Q1 2022.
1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.