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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
-2
Closed -$3.82K – 780
2024
Q2 		$3.82K Hold
2
– – ﹤0.01% 790
2024
Q1 		$4.1K Hold
2
– – ﹤0.01% 775
2023
Q4 		$1.92K Hold
2
– – ﹤0.01% 815
2023
Q3 		$2K Hold
2
– – ﹤0.01% 826
2023
Q2 		$1K Buy
+2
New +$167 ﹤0.01% 862
2022
Q4 		$1K Hold
2
– – ﹤0.01% 828
2022
Q3 		$1K Buy
+2
New +$193 ﹤0.01% 823
2022
Q2 		– Sell
-2
Closed -$1K – 901
2022
Q1 		$1K Buy
+2
New +$227 ﹤0.01% 804

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

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.