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Criterion Capital Advisors’s Prudential Financial PRU Stock Holding History

Criterion Capital Advisors’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 		$84.7K Hold
723
– – 0.05% 100
2024
Q3 		$84.7K Hold
723
– – 0.05% 100
2024
Q2 		$84.7K Hold
723
– – 0.05% 100
2024
Q1 		$84.9K Hold
723
– – 0.06% 99
2023
Q4 		$75K Buy
+723
New +$69.3K 0.05% 106

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

Criterion Capital Advisors's PRU Position: Q4 2024 in Review

Criterion Capital Advisors held its Prudential Financial (PRU) position steady in Q4 2024 at 723 shares worth $84.7K. The position accounts for 0.05% of the portfolio, ranked #100.

Criterion Capital Advisors first reported a position in PRU in Q4 2023 and has held it in 5 quarters since. The position peaked at $84.9K in Q1 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Criterion Capital Advisors held 723 shares of Prudential Financial worth $84.7K as of Q4 2024.
  • Criterion Capital Advisors left its Prudential Financial share count unchanged in Q4 2024.
  • Prudential Financial made up 0.05% of Criterion Capital Advisors's portfolio in Q4 2024, its #100 holding.
  • Criterion Capital Advisors first reported a position in Prudential Financial in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Prudential Financial position peaked at $84.9K in Q1 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.