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Voisard Asset Management Group’s Prudential Financial PRU Stock Holding History

Voisard Asset Management Group’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 		– Sell
-100
Closed -$12.1K – 512
2024
Q3 		$12.1K Sell
100
-86
-46% -$10.2K 0.01% 288
2024
Q2 		$21.8K Hold
186
– – 0.01% 212
2024
Q1 		$21.8K Hold
186
– – 0.01% 188
2023
Q4 		$19.3K Buy
+186
New +$17.8K 0.01% 201

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

Voisard Asset Management Group's PRU Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Prudential Financial (PRU) in Q4 2024, closing a stake of 100 shares — an estimated $12.1K sold.

Voisard Asset Management Group first reported a position in PRU in Q4 2023 and held it in 4 quarters. The position peaked at $21.8K in Q1 2024. 1,373 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Prudential Financial position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 100 Prudential Financial shares in Q4 2024, an estimated $12.1K.
  • Voisard Asset Management Group first reported a position in Prudential Financial in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Prudential Financial position peaked at $21.8K in Q1 2024.
  • 1,373 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.