The Family Firm’s Prudential Financial PRU Stock Holding History

The Family Firm’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	-463	Closed	-$54.3K	–	679
2024 Q2	$54.3K	Buy	+463	New	+$53.4K	0.01%	385

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

The Family Firm's PRU Position: Q3 2024 in Review

The Family Firm sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 463 shares — an estimated $54.3K sold.

The Family Firm first reported a position in PRU in Q2 2024 and held it in 1 quarter. The position peaked at $54.3K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

The Family Firm reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 463 Prudential Financial shares in Q3 2024, an estimated $54.3K.
The Family Firm first reported a position in Prudential Financial in Q2 2024 and held it in 1 quarter.
The Family Firm's Prudential Financial position peaked at $54.3K in Q2 2024.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.