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LifePro Asset Management’s Prudential Financial PRU Stock Holding History

LifePro Asset 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
Q3 		$266K Buy
2,194
+12
+0.5% +$1.42K 0.16% 124
2024
Q2 		$256K Buy
2,182
+23
+1% +$2.65K 0.18% 108
2024
Q1 		$253K Buy
+2,159
New +$233K 0.17% 110

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LifePro Asset Management's PRU Position: Q3 2024 in Review

LifePro Asset Management increased its Prudential Financial (PRU) stake by 0.55% in Q3 2024, buying an estimated $1.42K and bringing the position to 2,194 shares worth $266K. The position accounts for 0.16% of the portfolio, ranked #124.

LifePro Asset Management first reported a position in PRU in Q1 2024 and has held it in 3 quarters since. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • LifePro Asset Management held 2,194 shares of Prudential Financial worth $266K as of Q3 2024.
  • LifePro Asset Management bought 12 Prudential Financial shares in Q3 2024, an estimated $1.42K.
  • Prudential Financial made up 0.16% of LifePro Asset Management's portfolio in Q3 2024, its #124 holding.
  • LifePro Asset Management first reported a position in Prudential Financial in Q1 2024 and has held it in 3 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.