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Midland Wealth Advisors’s Prudential Financial PRU Stock Holding History

Midland 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
Q3 		– Sell
-2,586
Closed -$303K – 221
2024
Q2 		$303K Buy
2,586
+130
+5% +$15K 0.02% 168
2024
Q1 		$288K Buy
2,456
+110
+5% +$11.9K 0.02% 170
2023
Q4 		$243K Buy
+2,346
New +$225K 0.02% 171

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

Midland Wealth Advisors's PRU Position: Q3 2024 in Review

Midland Wealth Advisors sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 2,586 shares — an estimated $303K sold.

Midland Wealth Advisors first reported a position in PRU in Q4 2023 and held it in 3 quarters. The position peaked at $303K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Midland Wealth Advisors reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 2,586 Prudential Financial shares in Q3 2024, an estimated $303K.
  • Midland Wealth Advisors first reported a position in Prudential Financial in Q4 2023 and held it in 3 quarters.
  • Midland Wealth Advisors's Prudential Financial position peaked at $303K in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Midland Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.