Tyler-Stone Wealth Management’s Prudential Financial PRU Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-682	Closed	-$79.9K	–	781
2024 Q2	$79.9K	Hold	682	–	–	0.03%	318
2024 Q1	$80.1K	Hold	682	–	–	0.04%	303
2023 Q4	$70.7K	Buy	682 +131	+24%	+$12.6K	0.04%	315
2023 Q3	$52K	Hold	551	–	–	0.03%	341
2023 Q2	$49K	Buy	+551	New	+$46.1K	0.03%	343
2022 Q4	$55K	Buy	551 +75	+16%	+$7.6K	0.04%	304
2022 Q3	$41K	Hold	476	–	–	0.03%	330
2022 Q2	$46K	Sell	476 -100	-17%	-$10.6K	0.03%	331
2022 Q1	$68K	Sell	576 -500	-46%	-$56.9K	0.04%	302
2021 Q4	$116K	Buy	+1,076	New	+$117K	0.06%	252

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

Tyler-Stone Wealth Management's PRU Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Prudential Financial (PRU) in Q3 2024, closing a stake of 682 shares — an estimated $79.9K sold.

Tyler-Stone Wealth Management first reported a position in PRU in Q4 2021 and held it in 10 quarters. The position peaked at $116K in Q4 2021. 1,299 funds tracked by Wall St. Rank hold PRU as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Prudential Financial position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 682 Prudential Financial shares in Q3 2024, an estimated $79.9K.
Tyler-Stone Wealth Management first reported a position in Prudential Financial in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Prudential Financial position peaked at $116K in Q4 2021.
1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.