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FSA Wealth Management’s Prudential Financial PRU Stock Holding History

FSA 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
2024
Q1 		$11.7K Hold
100
– – 0.01% 311
2023
Q4 		$10K Buy
+100
New +$9.59K ﹤0.01% 326
2021
Q1 		– Sell
-275
Closed -$21K – 197
2020
Q4 		$21K Buy
+275
New +$19.9K 0.01% 202
2020
Q3 		– Sell
-243
Closed -$15K – 277
2020
Q2 		$15K Sell
243
-135
-36% -$7.93K 0.01% 222
2020
Q1 		$20K Hold
378
– – 0.02% 185
2019
Q4 		$35K Buy
+378
New +$34.7K 0.02% 161

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FSA Wealth Management's PRU Position: Q1 2024 in Review

FSA Wealth Management held its Prudential Financial (PRU) position steady in Q1 2024 at 100 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #311.

FSA Wealth Management first reported a position in PRU in Q4 2019 and has held it in 6 quarters since. The position peaked at $35K in Q4 2019. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

  • FSA Wealth Management held 100 shares of Prudential Financial worth $11.7K as of Q1 2024.
  • FSA Wealth Management left its Prudential Financial share count unchanged in Q1 2024.
  • Prudential Financial made up 0.01% of FSA Wealth Management's portfolio in Q1 2024, its #311 holding.
  • FSA Wealth Management first reported a position in Prudential Financial in Q4 2019 and has held it in 6 quarters since.
  • FSA Wealth Management's Prudential Financial position peaked at $35K in Q4 2019.
  • 1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.