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Diversify Advisory Services’s Prudential Financial PRU Stock Holding History

Diversify Advisory Services’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
-2,515
Closed -$316K – 676
2024
Q3 		$316K Buy
2,515
+11
+0.4% +$1.3K 0.02% 488
2024
Q2 		$297K Buy
2,504
+169
+7% +$19.5K 0.02% 507
2024
Q1 		$272K Buy
+2,335
New +$252K 0.02% 552

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

Diversify Advisory Services's PRU Position: Q4 2024 in Review

Diversify Advisory Services sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 2,515 shares — an estimated $316K sold.

Diversify Advisory Services first reported a position in PRU in Q1 2024 and held it in 3 quarters. The position peaked at $316K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Diversify Advisory Services reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 2,515 Prudential Financial shares in Q4 2024, an estimated $316K.
  • Diversify Advisory Services first reported a position in Prudential Financial in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Prudential Financial position peaked at $316K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.