ORG Wealth Partners’s Prudential Financial PRU Stock Holding History

ORG Wealth Partners’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	-667	Closed	-$80.8K	–	534
2024 Q3	$80.8K	Buy	+667	New	+$78.9K	0.03%	213

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ORG Wealth Partners's PRU Position: Q4 2024 in Review

ORG Wealth Partners sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 667 shares — an estimated $80.8K sold.

ORG Wealth Partners first reported a position in PRU in Q3 2024 and held it in 1 quarter. The position peaked at $80.8K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

ORG Wealth Partners reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
ORG Wealth Partners sold 667 Prudential Financial shares in Q4 2024, an estimated $80.8K.
ORG Wealth Partners first reported a position in Prudential Financial in Q3 2024 and held it in 1 quarter.
ORG Wealth Partners's Prudential Financial position peaked at $80.8K in Q3 2024.
1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on ORG Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.