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WR Wealth Planners’s Prudential Financial PRU Stock Holding History

WR Wealth Planners’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 		$65.2K Buy
550
+39
+8% +$4.82K 0.02% 292
2024
Q3 		$61.9K Buy
511
+369
+260% +$43.6K 0.02% 309
2024
Q2 		$16.6K Buy
142
+6
+4% +$692 0.01% 477
2024
Q1 		$16K Buy
+136
New +$14.7K 0.01% 496
2023
Q4 		– Sell
-174
Closed -$16.5K – 679
2023
Q3 		$16.5K Sell
174
-28
-14% -$2.65K 0.01% 456
2023
Q2 		$17.8K Buy
202
+46
+29% +$3.85K 0.01% 452
2023
Q1 		$12.9K Buy
+156
New +$14.9K 0.01% 496

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 $1.88B AUM 29.07% 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

WR Wealth Planners's PRU Position: Q4 2024 in Review

WR Wealth Planners increased its Prudential Financial (PRU) stake by 7.6% in Q4 2024, buying an estimated $4.82K and bringing the position to 550 shares worth $65.2K. The position accounts for 0.02% of the portfolio, ranked #292.

WR Wealth Planners first reported a position in PRU in Q1 2023 and has held it in 7 quarters since. 1,374 funds tracked by Wall St. Rank hold PRU as of Q4 2024.

  • WR Wealth Planners held 550 shares of Prudential Financial worth $65.2K as of Q4 2024.
  • WR Wealth Planners bought 39 Prudential Financial shares in Q4 2024, an estimated $4.82K.
  • Prudential Financial made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #292 holding.
  • WR Wealth Planners first reported a position in Prudential Financial in Q1 2023 and has held it in 7 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.