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Gilliland Jeter Wealth Management’s Prudential Financial PRU Stock Holding History

Gilliland Jeter 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
Q4 		– Sell
-40
Closed -$4.84K – 523
2024
Q3 		$4.84K Hold
40
– – ﹤0.01% 539
2024
Q2 		$4.69K Hold
40
– – ﹤0.01% 525
2024
Q1 		$4.7K Buy
+40
New +$4.31K ﹤0.01% 502

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

Gilliland Jeter Wealth Management's PRU Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 40 shares — an estimated $4.84K sold.

Gilliland Jeter Wealth Management first reported a position in PRU in Q1 2024 and held it in 3 quarters. The position peaked at $4.84K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 40 Prudential Financial shares in Q4 2024, an estimated $4.84K.
  • Gilliland Jeter Wealth Management first reported a position in Prudential Financial in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Prudential Financial position peaked at $4.84K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.