Householder Group Estate & Retirement Specialist’s Prudential Financial PRU Stock Holding History

Householder Group Estate & Retirement Specialist’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	-161	Closed	-$19K	–	1013
2024 Q3	$19K	Hold	161	–	–	0.01%	696
2024 Q2	$18K	Buy	161 +25	+18%	+$2.88K	0.01%	698
2024 Q1	$16K	Hold	136	–	–	﹤0.01%	718
2023 Q4	$14K	Hold	136	–	–	﹤0.01%	699
2023 Q3	$12.9K	Buy	+136	New	+$12.9K	﹤0.01%	728
2023 Q1	$25K	Buy	+304	New	+$29K	0.01%	596
2022 Q4	–	Sell	-260	Closed	-$22K	–	895
2022 Q3	$22K	Buy	+260	New	+$25K	0.01%	559

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's PRU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 161 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in PRU in Q3 2022 and held it in 7 quarters. The position peaked at $25K in Q1 2023. 1,374 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 161 Prudential Financial shares in Q4 2024, an estimated $19K.
Householder Group Estate & Retirement Specialist first reported a position in Prudential Financial in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Prudential Financial position peaked at $25K in Q1 2023.
1,374 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.