SWP
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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 – 207
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 $5.7T 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 $653B AUM 32.41% 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 $761B AUM 31.28% 1-Year Est. Return