Tradition Wealth Management’s Prudential Financial PRU Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-398	Closed	-$41K	–	979
2023 Q4	$41K	Hold	398	–	–	﹤0.01%	677
2023 Q3	$38K	Hold	398	–	–	﹤0.01%	678
2023 Q2	$35K	Sell	398 -5	-1%	-$418	﹤0.01%	725
2023 Q1	$33K	Sell	403 -1	-0.2%	-$95	﹤0.01%	728
2022 Q4	$40K	Buy	404 +6	+2%	+$608	0.01%	586
2022 Q3	$34K	Buy	398 +10	+3%	+$963	0.01%	619
2022 Q2	$37K	Hold	388	–	–	0.01%	521
2022 Q1	$46K	Buy	388 +45	+13%	+$5.12K	0.01%	534
2021 Q4	$37K	Hold	343	–	–	﹤0.01%	601
2021 Q3	$36K	Buy	343 +6	+2%	+$618	0.01%	598
2021 Q2	$35K	Buy	337 +200	+146%	+$20.4K	0.01%	626
2021 Q1	$12K	Hold	137	–	–	﹤0.01%	742
2020 Q4	$11K	Buy	+137	New	+$9.9K	﹤0.01%	713

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Tradition Wealth Management's PRU Position: Q1 2024 in Review

Tradition Wealth Management sold out of Prudential Financial (PRU) in Q1 2024, closing a stake of 398 shares — an estimated $41K sold.

Tradition Wealth Management first reported a position in PRU in Q4 2020 and held it in 13 quarters. The position peaked at $46K in Q1 2022. 1,263 funds tracked by Wall St. Rank hold PRU as of Q1 2024.

Tradition Wealth Management reported no remaining Prudential Financial position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 398 Prudential Financial shares in Q1 2024, an estimated $41K.
Tradition Wealth Management first reported a position in Prudential Financial in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Prudential Financial position peaked at $46K in Q1 2022.
1,263 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.