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Castleview Partners’s Prudential Financial PRU Stock Holding History

Castleview 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
Q3 		– Sell
-1
Closed -$117 – 816
2024
Q2 		$117 Sell
1
-14
-93% -$1.62K ﹤0.01% 895
2024
Q1 		$1.79K Hold
15
– – ﹤0.01% 751
2023
Q4 		$1.58K Buy
+15
New +$1.44K ﹤0.01% 724
2023
Q3 		– Sell
-70
Closed -$6.17K – 750
2023
Q2 		$6.17K Buy
70
+1
+1% +$84 0.01% 486
2023
Q1 		$5.7K Buy
69
+1
+1% +$95 0.01% 487
2022
Q4 		$6.74K Buy
+68
New +$6.89K 0.01% 418

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

Castleview Partners's PRU Position: Q3 2024 in Review

Castleview Partners sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 1 share — an estimated $117 sold.

Castleview Partners first reported a position in PRU in Q4 2022 and held it in 6 quarters. The position peaked at $6.74K in Q4 2022. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Castleview Partners reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 1 Prudential Financial share in Q3 2024, an estimated $117.
  • Castleview Partners first reported a position in Prudential Financial in Q4 2022 and held it in 6 quarters.
  • Castleview Partners's Prudential Financial position peaked at $6.74K in Q4 2022.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.