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MFA Wealth Advisors’s Prudential Financial PRU Stock Holding History

MFA Wealth Advisors’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
-388
Closed -$47K – 311
2024
Q3 		$47K Hold
388
– – 0.01% 186
2024
Q2 		$45.5K Buy
+388
New +$44.8K 0.01% 190
2020
Q3 		– Sell
-121
Closed -$7.37K – 171
2020
Q2 		$7.37K Buy
+121
New +$7.1K ﹤0.01% 175

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

MFA Wealth Advisors's PRU Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 388 shares — an estimated $47K sold.

MFA Wealth Advisors first reported a position in PRU in Q2 2020 and held it in 3 quarters. The position peaked at $47K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 388 Prudential Financial shares in Q4 2024, an estimated $47K.
  • MFA Wealth Advisors first reported a position in Prudential Financial in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's Prudential Financial position peaked at $47K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.