CPC
PRU icon

Consolidated Planning Corp’s Prudential Financial PRU Stock Holding History

Consolidated Planning Corp’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
-2,431
Closed -$285K – 215
2024
Q2 		$285K Buy
+2,431
New +$281K 0.05% 148
2023
Q4 		– Sell
-3,734
Closed -$354K – 179
2023
Q3 		$354K Sell
3,734
-207
-5% -$19.6K 0.08% 113
2023
Q2 		$348K Buy
+3,941
New +$330K 0.07% 129
2021
Q4 		– Sell
-179
Closed -$19K – 352
2021
Q3 		$19K Buy
+179
New +$18.4K 0.01% 250

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

Consolidated Planning Corp's PRU Position: Q3 2024 in Review

Consolidated Planning Corp sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 2,431 shares — an estimated $285K sold.

Consolidated Planning Corp first reported a position in PRU in Q3 2021 and held it in 4 quarters. The position peaked at $354K in Q3 2023. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Consolidated Planning Corp reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,431 Prudential Financial shares in Q3 2024, an estimated $285K.
  • Consolidated Planning Corp first reported a position in Prudential Financial in Q3 2021 and held it in 4 quarters.
  • Consolidated Planning Corp's Prudential Financial position peaked at $354K in Q3 2023.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Consolidated Planning Corp's 13F filing for Q3 2024, filed 31 Oct 2024.