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Chas P. Smith & Associates (CPS)’s Prudential Financial PRU Stock Holding History

Chas P. Smith & Associates (CPS)’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
-1,668
Closed -$202K – 162
2024
Q3 		$202K Buy
+1,668
New +$197K 0.01% 153

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

Chas P. Smith & Associates (CPS)'s PRU Position: Q4 2024 in Review

Chas P. Smith & Associates (CPS) sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 1,668 shares — an estimated $202K sold.

Chas P. Smith & Associates (CPS) first reported a position in PRU in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Chas P. Smith & Associates (CPS) reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Chas P. Smith & Associates (CPS) sold 1,668 Prudential Financial shares in Q4 2024, an estimated $202K.
  • Chas P. Smith & Associates (CPS) first reported a position in Prudential Financial in Q3 2024 and held it in 1 quarter.
  • Chas P. Smith & Associates (CPS)'s Prudential Financial position peaked at $202K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q4 2024, filed 21 Jan 2025.