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First Trust Direct Indexing’s Prudential Financial PRU Stock Holding History

First Trust Direct Indexing’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
-18,482
Closed -$2.24M – 685
2024
Q3 		$2.24M Buy
18,482
+620
+3% +$73.3K 0.12% 172
2024
Q2 		$2.09M Buy
17,862
+4,143
+30% +$478K 0.13% 155
2024
Q1 		$1.61M Buy
13,719
+922
+7% +$99.4K 0.12% 180
2023
Q4 		$1.33M Buy
12,797
+1,084
+9% +$104K 0.12% 191
2023
Q3 		$1.11M Buy
11,713
+978
+9% +$92.5K 0.13% 177
2023
Q2 		$947K Buy
10,735
+769
+8% +$64.3K 0.11% 224
2023
Q1 		$825K Sell
9,966
-200
-2% -$19.1K 0.1% 259
2022
Q4 		$1.01M Sell
10,166
-51
-0.5% -$5.17K 0.13% 195
2022
Q3 		$876K Buy
10,217
+2,145
+27% +$206K 0.13% 213
2022
Q2 		$772K Buy
8,072
+659
+9% +$69.8K 0.11% 247
2022
Q1 		$876K Buy
7,413
+416
+6% +$47.3K 0.11% 246
2021
Q4 		$757K Sell
6,997
-122
-2% -$13.3K 0.1% 257
2021
Q3 		$749K Sell
7,119
-1,227
-15% -$126K 0.11% 241
2021
Q2 		$855K Buy
8,346
+2,293
+38% +$234K 0.13% 201
2021
Q1 		$551K Sell
6,053
-167
-3% -$14.3K 0.15% 190
2020
Q4 		$486K Buy
+6,220
New +$449K 0.13% 195

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

First Trust Direct Indexing's PRU Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 18,482 shares — an estimated $2.24M sold.

First Trust Direct Indexing first reported a position in PRU in Q4 2020 and held it in 16 quarters. The position peaked at $2.24M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 18,482 Prudential Financial shares in Q4 2024, an estimated $2.24M.
  • First Trust Direct Indexing first reported a position in Prudential Financial in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Prudential Financial position peaked at $2.24M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.