FLP Wealth Management’s Prudential Financial PRU Stock Holding History

FLP Wealth Management’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
2025 Q1	–	Sell	-58	Closed	-$6.84K	–	349
2024 Q4	$6.84K	Buy	+58	New	+$7.16K	0.02%	275

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

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

FLP Wealth Management's PRU Position: Q1 2025 in Review

FLP Wealth Management sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 58 shares — an estimated $6.84K sold.

FLP Wealth Management first reported a position in PRU in Q4 2024 and held it in 1 quarter. The position peaked at $6.84K in Q4 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

FLP Wealth Management reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 58 Prudential Financial shares in Q1 2025, an estimated $6.84K.
FLP Wealth Management first reported a position in Prudential Financial in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Prudential Financial position peaked at $6.84K in Q4 2024.
1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.