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Raymond James Financial Services Advisors’s Prudential Financial PRU Stock Holding History

Raymond James Financial Services 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
2021
Q3 		– Sell
-11,000
Closed -$19K – 3388
2021
Q2 		$19K Buy
+11,000
New +$1.12M ﹤0.01% 3260

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

Raymond James Financial Services Advisors's PRU Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Prudential Financial (PRU) stake by 0.34% in Q3 2024, selling an estimated $78.6K and leaving 194,268 shares worth $23.5M. The position accounts for 0.03% of the portfolio, ranked #485.

Raymond James Financial Services Advisors first reported a position in PRU in Q2 2014 and has held it in 39 quarters since. The position peaked at $33.3M in Q1 2022. 1,300 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Raymond James Financial Services Advisors held 194,268 shares of Prudential Financial worth $23.5M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 665 Prudential Financial shares in Q3 2024, an estimated $78.6K.
  • Prudential Financial made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #485 holding.
  • Raymond James Financial Services Advisors first reported a position in Prudential Financial in Q2 2014 and has held it in 39 quarters since.
  • Raymond James Financial Services Advisors's Prudential Financial position peaked at $33.3M in Q1 2022.
  • 1,300 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.