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ShoreHaven Wealth Partners’s Prudential Financial PRU Stock Holding History

ShoreHaven 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
-1,663
Closed -$201K – 95
2024
Q3 		$201K Buy
+1,663
New +$197K 0.1% 81
2022
Q2 		– Sell
-1,757
Closed -$207K – 86
2022
Q1 		$207K Buy
+1,757
New +$200K 0.11% 59
2021
Q2 		– Sell
-1,728
Closed -$157K – 206
2021
Q1 		$157K Sell
1,728
-493
-22% -$42.2K 0.09% 67
2020
Q4 		$173K Buy
+2,221
New +$160K 0.1% 54

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

ShoreHaven Wealth Partners sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 1,663 shares — an estimated $201K sold.

ShoreHaven Wealth Partners first reported a position in PRU in Q4 2020 and held it in 4 quarters. The position peaked at $207K in Q1 2022. 1,376 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • ShoreHaven Wealth Partners reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,663 Prudential Financial shares in Q4 2024, an estimated $201K.
  • ShoreHaven Wealth Partners first reported a position in Prudential Financial in Q4 2020 and held it in 4 quarters.
  • ShoreHaven Wealth Partners's Prudential Financial position peaked at $207K in Q1 2022.
  • 1,376 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on ShoreHaven Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.