Halpern Financial’s Prudential Financial PRU Stock Holding History

Halpern Financial’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 Q3	$22.8K	Hold	192	–	–	0.01%	119
2024 Q2	$22.5K	Hold	192	–	–	0.01%	120
2024 Q1	$22.4K	Hold	192	–	–	0.01%	123
2023 Q4	$19.7K	Hold	192	–	–	0.01%	144
2023 Q3	$18.2K	Hold	192	–	–	0.01%	129
2023 Q2	$16.9K	Hold	192	–	–	0.01%	125
2023 Q1	$15.9K	Hold	192	–	–	0.01%	116
2022 Q4	$19.1K	Hold	192	–	–	0.01%	115
2022 Q3	$16.5K	Hold	192	–	–	0.01%	123
2022 Q2	$18.4K	Hold	192	–	–	0.01%	126
2022 Q1	$22.7K	Hold	192	–	–	0.01%	132
2021 Q4	$20.8K	Hold	192	–	–	0.01%	139
2021 Q3	$20.2K	Hold	192	–	–	0.01%	113
2021 Q2	$19.7K	Hold	192	–	–	0.01%	103
2021 Q1	$17.5K	Hold	192	–	–	0.01%	106
2020 Q4	$15K	Hold	192	–	–	0.01%	96
2020 Q3	$12.2K	Hold	192	–	–	0.01%	97
2020 Q2	$11.7K	Hold	192	–	–	0.01%	90
2020 Q1	$10K	Hold	192	–	–	0.01%	84
2019 Q4	$18K	Buy	+192	New	+$17.6K	0.01%	88

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Halpern Financial's PRU Position: Q3 2024 in Review

Halpern Financial held its Prudential Financial (PRU) position steady in Q3 2024 at 192 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #119.

Halpern Financial first reported a position in PRU in Q4 2019 and has held it in 20 quarters since. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

Halpern Financial held 192 shares of Prudential Financial worth $22.8K as of Q3 2024.
Halpern Financial left its Prudential Financial share count unchanged in Q3 2024.
Prudential Financial made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #119 holding.
Halpern Financial first reported a position in Prudential Financial in Q4 2019 and has held it in 20 quarters since.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.