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Triad Wealth Partners’s Prudential Financial PRU Stock Holding History

Triad 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
Q3 		– Sell
-12
Closed -$1.41K – 686
2024
Q2 		$1.41K Buy
+12
New +$1.39K ﹤0.01% 824

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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

Triad Wealth Partners's PRU Position: Q3 2024 in Review

Triad Wealth Partners sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 12 shares — an estimated $1.41K sold.

Triad Wealth Partners first reported a position in PRU in Q2 2024 and held it in 1 quarter. The position peaked at $1.41K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • Triad Wealth Partners reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 12 Prudential Financial shares in Q3 2024, an estimated $1.41K.
  • Triad Wealth Partners first reported a position in Prudential Financial in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Prudential Financial position peaked at $1.41K in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.