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Geller Advisors’s Prudential Financial PRU Stock Holding History

Geller Advisors’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 		$316K Sell
2,668
-24
-0.9% -$2.96K 0.02% 191
2024
Q3 		$326K Sell
2,692
-785
-23% -$92.8K 0.02% 190
2024
Q2 		$407K Buy
3,477
+547
+19% +$63.1K 0.03% 164
2024
Q1 		$344K Buy
2,930
+215
+8% +$23.2K 0.03% 195
2023
Q4 		$282K Sell
2,715
-96
-3% -$9.21K 0.03% 209
2023
Q3 		$267K Buy
2,811
+119
+4% +$11.3K 0.03% 206
2023
Q2 		$237K Buy
+2,692
New +$225K 0.03% 221
2022
Q1 		– Sell
-2,984
Closed -$323K – 184
2021
Q4 		$323K Buy
2,984
+5
+0.2% +$543 0.06% 111
2021
Q3 		$313K Sell
2,979
-157
-5% -$16.2K 0.07% 102
2021
Q2 		$321K Buy
3,136
+475
+18% +$48.5K 0.07% 87
2021
Q1 		$242K Buy
2,661
+991
+59% +$84.8K 0.06% 104
2020
Q4 		$200K Buy
+1,670
New +$121K 0.05% 119

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

Geller Advisors's PRU Position: Q4 2024 in Review

Geller Advisors reduced its Prudential Financial (PRU) stake by 0.89% in Q4 2024, selling an estimated $2.96K and leaving 2,668 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #191.

Geller Advisors first reported a position in PRU in Q4 2020 and has held it in 12 quarters since. The position peaked at $407K in Q2 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Geller Advisors held 2,668 shares of Prudential Financial worth $316K as of Q4 2024.
  • Geller Advisors sold 24 Prudential Financial shares in Q4 2024, an estimated $2.96K.
  • Prudential Financial made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #191 holding.
  • Geller Advisors first reported a position in Prudential Financial in Q4 2020 and has held it in 12 quarters since.
  • Geller Advisors's Prudential Financial position peaked at $407K in Q2 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.