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NWAM LLC’s Prudential Financial PRU Stock Holding History

NWAM LLC’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
-1,785
Closed -$212K – 579
2024
Q4 		$212K Buy
1,785
+51
+3% +$6.3K 0.01% 560
2024
Q3 		$210K Sell
1,734
-198
-10% -$23.4K 0.01% 584
2024
Q2 		$226K Buy
1,932
+137
+8% +$15.8K 0.07% 135
2024
Q1 		$209K Buy
+1,795
New +$193K 0.02% 525
2023
Q3 		– Sell
-2,457
Closed -$217K – 536
2023
Q2 		$217K Sell
2,457
-21
-0.8% -$1.76K 0.02% 490
2023
Q1 		$205K Sell
2,478
-336
-12% -$32.1K 0.02% 452
2022
Q4 		$280K Buy
+2,814
New +$285K 0.02% 427
2022
Q3 		– Sell
-2,143
Closed -$204K – 521
2022
Q2 		$204K Buy
2,143
+247
+13% +$26.1K 0.02% 492
2022
Q1 		$224K Buy
+1,896
New +$216K 0.02% 487

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

NWAM LLC's PRU Position: Q1 2025 in Review

NWAM LLC sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 1,785 shares — an estimated $212K sold.

NWAM LLC first reported a position in PRU in Q1 2022 and held it in 9 quarters. The position peaked at $280K in Q4 2022. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • NWAM LLC reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • NWAM LLC sold 1,785 Prudential Financial shares in Q1 2025, an estimated $212K.
  • NWAM LLC first reported a position in Prudential Financial in Q1 2022 and held it in 9 quarters.
  • NWAM LLC's Prudential Financial position peaked at $280K in Q4 2022.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on NWAM LLC's 13F filing for Q1 2025, filed 5 May 2025.