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Northwest Financial Advisors’s Prudential Financial PRU Stock Holding History

Northwest Financial 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
-1,097
Closed -$133K – 419
2024
Q3 		$133K Buy
+1,097
New +$130K 0.11% 131
2024
Q1 		– Sell
-1,088
Closed -$113K – 402
2023
Q4 		$113K Buy
+1,088
New +$104K 0.1% 132

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

Northwest Financial Advisors's PRU Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 1,097 shares — an estimated $133K sold.

Northwest Financial Advisors first reported a position in PRU in Q4 2023 and held it in 2 quarters. The position peaked at $133K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,097 Prudential Financial shares in Q4 2024, an estimated $133K.
  • Northwest Financial Advisors first reported a position in Prudential Financial in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Prudential Financial position peaked at $133K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.