WWA
PRU icon

Wingate Wealth Advisors’s Prudential Financial PRU Stock Holding History

Wingate 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
2025
Q1 		– Sell
-276
Closed -$32.7K – 332
2024
Q4 		$32.7K Buy
+276
New +$34.1K 0.03% 254

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wingate Wealth Advisors's PRU Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 276 shares — an estimated $32.7K sold.

Wingate Wealth Advisors first reported a position in PRU in Q4 2024 and held it in 1 quarter. The position peaked at $32.7K in Q4 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 276 Prudential Financial shares in Q1 2025, an estimated $32.7K.
  • Wingate Wealth Advisors first reported a position in Prudential Financial in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Prudential Financial position peaked at $32.7K in Q4 2024.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.