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Operose Advisors’s Prudential Financial PRU Stock Holding History

Operose 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
-3,441
Closed -$417K – 588
2024
Q3 		$417K Buy
3,441
+37
+1% +$4.37K 0.13% 93
2024
Q2 		$399K Buy
3,404
+37
+1% +$4.27K 0.14% 94
2024
Q1 		$395K Buy
3,367
+37
+1% +$3.99K 0.13% 103
2023
Q4 		$345K Hold
3,330
– – 0.14% 76
2023
Q3 		$316K Buy
3,330
+34
+1% +$3.22K 0.13% 82
2023
Q2 		$291K Hold
3,296
– – 0.13% 65
2023
Q1 		$273K Sell
3,296
-573
-15% -$54.7K 0.14% 55
2022
Q4 		$385K Buy
3,869
+473
+14% +$47.9K 0.21% 36
2022
Q3 		$291K Hold
3,396
– – 0.19% 43
2022
Q2 		$325K Hold
3,396
– – 0.23% 33
2022
Q1 		$401K Buy
3,396
+3,296
+3,296% +$375K 0.28% 34
2021
Q4 		$11K Buy
+100
New +$10.9K 0.01% 252

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

Operose Advisors's PRU Position: Q4 2024 in Review

Operose Advisors sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 3,441 shares — an estimated $417K sold.

Operose Advisors first reported a position in PRU in Q4 2021 and held it in 12 quarters. The position peaked at $417K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Operose Advisors reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 3,441 Prudential Financial shares in Q4 2024, an estimated $417K.
  • Operose Advisors first reported a position in Prudential Financial in Q4 2021 and held it in 12 quarters.
  • Operose Advisors's Prudential Financial position peaked at $417K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.