First Personal Financial Services’s Prudential Financial PRU Stock Holding History

First Personal Financial 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 Q3	$3.88K	Hold	32	–	–	﹤0.01%	349
2024 Q2	$3.75K	Hold	32	–	–	﹤0.01%	320
2024 Q1	$3.76K	Hold	32	–	–	﹤0.01%	319
2023 Q4	$3.32K	Hold	32	–	–	﹤0.01%	347
2023 Q3	$3.04K	Hold	32	–	–	﹤0.01%	356
2023 Q2	$2.82K	Hold	32	–	–	﹤0.01%	355
2023 Q1	$2.65K	Buy	+32	New	+$3.05K	﹤0.01%	380
2019 Q3	–	Sell	-20	Closed	-$2K	–	708
2019 Q2	$2K	Buy	+20	New	+$1.99K	﹤0.01%	670
2018 Q2	–	Sell	-627	Closed	-$65K	–	873
2018 Q1	$65K	Sell	627 -117	-16%	-$13.2K	0.01%	379
2017 Q4	$86K	Sell	744 -567	-43%	-$63.7K	0.02%	362
2017 Q3	$139K	Sell	1,311 -96	-7%	-$10.3K	0.03%	263
2017 Q2	$152K	Hold	1,407	–	–	0.03%	246
2017 Q1	$150K	Buy	1,407 +46	+3%	+$4.96K	0.04%	228
2016 Q4	$142K	Buy	1,361 +1,311	+2,622%	+$124K	0.04%	229
2016 Q3	$4K	Hold	50	–	–	﹤0.01%	725
2016 Q2	$4K	Buy	+50	New	+$3.77K	﹤0.01%	710

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Personal Financial Services's PRU Position: Q3 2024 in Review

First Personal Financial Services held its Prudential Financial (PRU) position steady in Q3 2024 at 32 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

First Personal Financial Services first reported a position in PRU in Q2 2016 and has held it in 16 quarters since. The position peaked at $152K in Q2 2017. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

First Personal Financial Services held 32 shares of Prudential Financial worth $3.88K as of Q3 2024.
First Personal Financial Services left its Prudential Financial share count unchanged in Q3 2024.
Prudential Financial made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #349 holding.
First Personal Financial Services first reported a position in Prudential Financial in Q2 2016 and has held it in 16 quarters since.
First Personal Financial Services's Prudential Financial position peaked at $152K in Q2 2017.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.