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Kiely Wealth Advisory Group’s Prudential Financial PRU Stock Holding History

Kiely Wealth Advisory Group’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 		$8.07K Hold
72
– – 0.01% 213
2024
Q3 		$9.04K Hold
72
– – 0.01% 206
2024
Q2 		$7.84K Hold
72
– – ﹤0.01% 202
2024
Q1 		$8.06K Buy
72
+40
+125% +$4.31K ﹤0.01% 181
2023
Q4 		$3.4K Buy
+32
New +$3.07K ﹤0.01% 226

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

Kiely Wealth Advisory Group's PRU Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Prudential Financial (PRU) position steady in Q4 2024 at 72 shares worth $8.07K. The position accounts for 0.01% of the portfolio, ranked #213.

Kiely Wealth Advisory Group first reported a position in PRU in Q4 2023 and has held it in 5 quarters since. The position peaked at $9.04K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Kiely Wealth Advisory Group held 72 shares of Prudential Financial worth $8.07K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Prudential Financial share count unchanged in Q4 2024.
  • Prudential Financial made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #213 holding.
  • Kiely Wealth Advisory Group first reported a position in Prudential Financial in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Prudential Financial position peaked at $9.04K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.