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TFO Wealth Partners’s Prudential Financial PRU Stock Holding History

TFO 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
Q2 		– Sell
-6
Closed -$704 – 593
2024
Q1 		$704 Hold
6
– – ﹤0.01% 206
2023
Q4 		$622 Hold
6
– – ﹤0.01% 280
2023
Q3 		$529 Hold
6
– – ﹤0.01% 443
2023
Q2 		$529 Hold
6
– – ﹤0.01% 273
2023
Q1 		$496 Buy
6
+2
+50% +$191 ﹤0.01% 248
2022
Q4 		$291 Buy
+4
New +$405 ﹤0.01% 569
2022
Q3 		– Sell
-24
Closed -$2K – 405
2022
Q2 		$2K Buy
+24
New +$2.54K ﹤0.01% 344

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

TFO Wealth Partners's PRU Position: Q2 2024 in Review

TFO Wealth Partners sold out of Prudential Financial (PRU) in Q2 2024, closing a stake of 6 shares — an estimated $704 sold.

TFO Wealth Partners first reported a position in PRU in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

  • TFO Wealth Partners reported no remaining Prudential Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Prudential Financial shares in Q2 2024, an estimated $704.
  • TFO Wealth Partners first reported a position in Prudential Financial in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Prudential Financial position peaked at $2K in Q2 2022.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.