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Cassady Schiller Wealth Management’s Prudential Financial PRU Stock Holding History

Cassady Schiller 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 		$119 Buy
+1
New +$123 ﹤0.01% 1096
2023
Q3 		– Sell
-59
Closed -$5.21K – 472
2023
Q2 		$5.21K Hold
59
– – ﹤0.01% 382
2023
Q1 		$4.88K Hold
59
– – ﹤0.01% 360
2022
Q4 		$5.87K Buy
+59
New +$5.97K ﹤0.01% 357
2022
Q1 		– Sell
-26
Closed -$3K – 475
2021
Q4 		$3K Buy
+26
New +$2.82K ﹤0.01% 383

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

Cassady Schiller Wealth Management's PRU Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Prudential Financial (PRU) in Q4 2024: 1 share worth $119. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in PRU as recently as Q2 2023.

Cassady Schiller Wealth Management first reported a position in PRU in Q4 2021 and has held it in 5 quarters since. The position peaked at $5.87K in Q4 2022. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Cassady Schiller Wealth Management held 1 share of Prudential Financial worth $119 as of Q4 2024.
  • Prudential Financial was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Prudential Financial made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1096 holding.
  • Cassady Schiller Wealth Management first reported a position in Prudential Financial in Q4 2021 and has held it in 5 quarters since.
  • Cassady Schiller Wealth Management's Prudential Financial position peaked at $5.87K in Q4 2022.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.