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Strategic Financial Concepts’s Prudential Financial PRU Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-26,934
Closed -$13.5K – 588
2024
Q2 		$13.5K Buy
26,934
+25,027
+1,312% +$2.89M 0.01% 382
2024
Q1 		$224K Buy
+1,907
New +$205K 0.05% 273

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

Strategic Financial Concepts's PRU Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 26,934 shares — an estimated $13.5K sold.

Strategic Financial Concepts first reported a position in PRU in Q1 2024 and held it in 2 quarters. The position peaked at $224K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 26,934 Prudential Financial shares in Q3 2024, an estimated $13.5K.
  • Strategic Financial Concepts first reported a position in Prudential Financial in Q1 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's Prudential Financial position peaked at $224K in Q1 2024.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.