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Sonoma Private Wealth’s Prudential Financial PRU Stock Holding History

Sonoma Private Wealth’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
-1,656
Closed -$201K – 91
2024
Q3 		$201K Buy
+1,656
New +$196K 0.31% 88

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

Sonoma Private Wealth's PRU Position: Q4 2024 in Review

Sonoma Private Wealth sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 1,656 shares — an estimated $201K sold.

Sonoma Private Wealth first reported a position in PRU in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Sonoma Private Wealth reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 1,656 Prudential Financial shares in Q4 2024, an estimated $201K.
  • Sonoma Private Wealth first reported a position in Prudential Financial in Q3 2024 and held it in 1 quarter.
  • Sonoma Private Wealth's Prudential Financial position peaked at $201K in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Sonoma Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.