King Wealth Management Group’s Prudential Financial PRU Stock Holding History

King Wealth Management 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	–	Sell	-1,654	Closed	-$200K	–	161
2024 Q3	$200K	Sell	1,654 -73	-4%	-$8.63K	0.03%	148
2024 Q2	$202K	Buy	1,727 +8	+0.5%	+$923	0.03%	138
2024 Q1	$202K	Buy	+1,719	New	+$185K	0.04%	140
2022 Q2	–	Sell	-1,757	Closed	-$208K	–	178
2022 Q1	$208K	Buy	+1,757	New	+$200K	0.04%	164
2021 Q4	–	Sell	-2,132	Closed	-$224K	–	185
2021 Q3	$224K	Sell	2,132 -37	-2%	-$3.81K	0.05%	159
2021 Q2	$222K	Buy	+2,169	New	+$222K	0.05%	160
2018 Q1	–	Sell	-1,949	Closed	-$224K	–	135
2017 Q4	$224K	Buy	1,949 +4	+0.2%	+$449	0.08%	113
2017 Q3	$207K	Buy	1,945 +23	+1%	+$2.46K	0.08%	121
2017 Q2	$208K	Buy	1,922 +3	+0.2%	+$319	0.08%	121
2017 Q1	$205K	Buy	+1,919	New	+$207K	0.09%	119

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 $1.6B AUM 20.7% 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

King Wealth Management Group's PRU Position: Q4 2024 in Review

King Wealth Management Group sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 1,654 shares — an estimated $200K sold.

King Wealth Management Group first reported a position in PRU in Q1 2017 and held it in 10 quarters. The position peaked at $224K in Q3 2021. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

King Wealth Management Group reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
King Wealth Management Group sold 1,654 Prudential Financial shares in Q4 2024, an estimated $200K.
King Wealth Management Group first reported a position in Prudential Financial in Q1 2017 and held it in 10 quarters.
King Wealth Management Group's Prudential Financial position peaked at $224K in Q3 2021.
1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on King Wealth Management Group's 13F filing for Q4 2024, filed 10 Feb 2025.