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TRUE Private Wealth Advisors’s Prudential Financial PRU Stock Holding History

TRUE Private Wealth Advisors’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
-2,225
Closed -$261K – 265
2024
Q2 		$261K Buy
2,225
+14
+0.6% +$1.62K 0.03% 240
2024
Q1 		$260K Buy
2,211
+12
+0.5% +$1.29K 0.03% 249
2023
Q4 		$228K Sell
2,199
-637
-22% -$61.1K 0.03% 260
2023
Q3 		$269K Sell
2,836
-166
-6% -$15.7K 0.04% 210
2023
Q2 		$265K Sell
3,002
-169
-5% -$14.1K 0.04% 190
2023
Q1 		$262K Buy
3,171
+24
+0.8% +$2.29K 0.04% 190
2022
Q4 		$313K Buy
3,147
+20
+0.6% +$2.03K 0.05% 158
2022
Q3 		$268K Buy
3,127
+19
+0.6% +$1.83K 0.04% 166
2022
Q2 		$297K Buy
3,108
+20
+0.6% +$2.12K 0.04% 161
2022
Q1 		$344K Buy
3,088
+18
+0.6% +$2.05K 0.05% 160
2021
Q4 		$332K Sell
3,070
-50
-2% -$5.43K 0.05% 191
2021
Q3 		$328K Buy
3,120
+17
+0.5% +$1.75K 0.05% 180
2021
Q2 		$317K Buy
3,103
+16
+0.5% +$1.63K 0.05% 174
2021
Q1 		$281K Sell
3,087
-11
-0.4% -$942 0.05% 185
2020
Q4 		$241K Buy
3,098
+21
+0.7% +$1.52K 0.04% 178
2020
Q3 		$195K Sell
3,077
-315
-9% -$20.7K 0.03% 185
2020
Q2 		$206K Sell
3,392
-4,466
-57% -$262K 0.04% 175
2020
Q1 		$409K Buy
7,858
+418
+6% +$33.2K 0.09% 113
2019
Q4 		$697K Buy
+7,440
New +$683K 0.11% 110
2019
Q3 		– Sell
-1,556
Closed -$157K – 594
2019
Q2 		$157K Buy
+1,556
New +$155K 0.03% 222
2018
Q4 		– Sell
-2,431
Closed -$246K – 745
2018
Q3 		$246K Buy
2,431
+12
+0.5% +$1.18K 0.03% 239
2018
Q2 		$226K Buy
2,419
+43
+2% +$4.34K 0.04% 246
2018
Q1 		$246K Sell
2,376
-306
-11% -$34.5K 0.04% 205
2017
Q4 		$308K Buy
+2,682
New +$301K 0.05% 179

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
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

TRUE Private Wealth Advisors's PRU Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 2,225 shares — an estimated $261K sold.

TRUE Private Wealth Advisors first reported a position in PRU in Q4 2017 and held it in 24 quarters. The position peaked at $697K in Q4 2019. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,225 Prudential Financial shares in Q3 2024, an estimated $261K.
  • TRUE Private Wealth Advisors first reported a position in Prudential Financial in Q4 2017 and held it in 24 quarters.
  • TRUE Private Wealth Advisors's Prudential Financial position peaked at $697K in Q4 2019.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.