Tradewinds LLC’s Prudential Financial PRU Stock Holding History

Tradewinds LLC’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	-1,868	Closed	-$219K	–	198
2024 Q2	$219K	Buy	+1,868	New	+$216K	0.07%	191

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

Tradewinds LLC's PRU Position: Q3 2024 in Review

Tradewinds LLC sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 1,868 shares — an estimated $219K sold.

Tradewinds LLC first reported a position in PRU in Q2 2024 and held it in 1 quarter. The position peaked at $219K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

Tradewinds LLC reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
Tradewinds LLC sold 1,868 Prudential Financial shares in Q3 2024, an estimated $219K.
Tradewinds LLC first reported a position in Prudential Financial in Q2 2024 and held it in 1 quarter.
Tradewinds LLC's Prudential Financial position peaked at $219K in Q2 2024.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Tradewinds LLC's 13F filing for Q3 2024, filed 8 Nov 2024.