LifeWealth Investments’s Prudential Financial PRU Stock Holding History

LifeWealth Investments’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
2025 Q1	–	Sell	-2,318	Closed	-$275K	–	169
2024 Q4	$275K	Buy	+2,318	New	+$286K	0.18%	119

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LifeWealth Investments's PRU Position: Q1 2025 in Review

LifeWealth Investments sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 2,318 shares — an estimated $275K sold.

LifeWealth Investments first reported a position in PRU in Q4 2024 and held it in 1 quarter. The position peaked at $275K in Q4 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

LifeWealth Investments reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 2,318 Prudential Financial shares in Q1 2025, an estimated $275K.
LifeWealth Investments first reported a position in Prudential Financial in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Prudential Financial position peaked at $275K in Q4 2024.
1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.