RE Dickinson Investment Advisors’s Prudential Financial PRU Stock Holding History

RE Dickinson Investment 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	$23.7K	Hold	200	–	–	0.01%	124
2024 Q3	$24.2K	Buy	200 +53	+36%	+$6.27K	0.01%	122
2024 Q2	$17.2K	Hold	147	–	–	0.01%	137
2024 Q1	$17K	Hold	147	–	–	0.01%	134
2023 Q4	$15K	Hold	147	–	–	0.01%	145
2023 Q3	$14K	Hold	147	–	–	0.01%	155
2023 Q2	$13K	Hold	147	–	–	﹤0.01%	245
2023 Q1	$12K	Hold	147	–	–	﹤0.01%	255
2022 Q4	$15K	Buy	147 +9	+7%	+$911	0.01%	230
2022 Q3	$12K	Sell	138 -31	-18%	-$2.98K	0.01%	142
2022 Q2	$16K	Sell	169 -12	-7%	-$1.27K	﹤0.01%	146
2022 Q1	$21K	Buy	181 +43	+31%	+$4.89K	0.01%	141
2021 Q4	$15K	Buy	+138	New	+$15K	0.01%	158

Other funds holding PRU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

RE Dickinson Investment Advisors's PRU Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Prudential Financial (PRU) position steady in Q4 2024 at 200 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #124.

RE Dickinson Investment Advisors first reported a position in PRU in Q4 2021 and has held it in 13 quarters since. The position peaked at $24.2K in Q3 2024. 1,375 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

RE Dickinson Investment Advisors held 200 shares of Prudential Financial worth $23.7K as of Q4 2024.
RE Dickinson Investment Advisors left its Prudential Financial share count unchanged in Q4 2024.
Prudential Financial made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #124 holding.
RE Dickinson Investment Advisors first reported a position in Prudential Financial in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Prudential Financial position peaked at $24.2K in Q3 2024.
1,375 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

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