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TrinityPoint Wealth’s Prudential Financial PRU Stock Holding History

TrinityPoint Wealth’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
Q4 		$3.51M Buy
29,611
+56
+0.2% +$6.91K 0.49% 54
2024
Q3 		$3.58M Sell
29,555
-31
-0.1% -$3.67K 0.51% 48
2024
Q2 		$3.47M Sell
29,586
-277
-0.9% -$32K 0.54% 44
2024
Q1 		$3.51M Sell
29,863
-508
-2% -$54.7K 0.58% 43
2023
Q4 		$3.15M Sell
30,371
-352
-1% -$33.8K 0.57% 41
2023
Q3 		$2.92M Buy
30,723
+55
+0.2% +$5.2K 0.58% 43
2023
Q2 		$2.71M Buy
+30,668
New +$2.57M 0.53% 49

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrinityPoint Wealth's PRU Position: Q4 2024 in Review

TrinityPoint Wealth increased its Prudential Financial (PRU) stake by 0.19% in Q4 2024, buying an estimated $6.91K and bringing the position to 29,611 shares worth $3.51M. The position accounts for 0.49% of the portfolio, ranked #54.

TrinityPoint Wealth first reported a position in PRU in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.58M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • TrinityPoint Wealth held 29,611 shares of Prudential Financial worth $3.51M as of Q4 2024.
  • TrinityPoint Wealth bought 56 Prudential Financial shares in Q4 2024, an estimated $6.91K.
  • Prudential Financial made up 0.49% of TrinityPoint Wealth's portfolio in Q4 2024, its #54 holding.
  • TrinityPoint Wealth first reported a position in Prudential Financial in Q2 2023 and has held it in 7 quarters since.
  • TrinityPoint Wealth's Prudential Financial position peaked at $3.58M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.