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Measured Wealth Private Client Group’s Prudential Financial PRU Stock Holding History

Measured Wealth Private Client 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
Q3 		– Sell
-1,746
Closed -$205K – 199
2024
Q2 		$205K Buy
+1,746
New +$202K 0.07% 178
2018
Q4 		– Sell
-1,500
Closed -$153K – 541
2018
Q3 		$153K Buy
+1,500
New +$148K 0.09% 180

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

Measured Wealth Private Client Group's PRU Position: Q3 2024 in Review

Measured Wealth Private Client Group sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 1,746 shares — an estimated $205K sold.

Measured Wealth Private Client Group first reported a position in PRU in Q3 2018 and held it in 2 quarters. The position peaked at $205K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Measured Wealth Private Client Group reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,746 Prudential Financial shares in Q3 2024, an estimated $205K.
  • Measured Wealth Private Client Group first reported a position in Prudential Financial in Q3 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Prudential Financial position peaked at $205K in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2024, filed 28 Oct 2024.