Align Wealth Management’s Prudential Financial PRU Stock Holding History

Align 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
2022 Q4	$2.75K	Buy	+32	New	+$3.24K	﹤0.01%	184

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Align Wealth Management's PRU Position: Q4 2022 in Review

Align Wealth Management opened a new position in Prudential Financial (PRU) in Q4 2022: 32 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #184 among its holdings.

1,221 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

Align Wealth Management held 32 shares of Prudential Financial worth $2.75K as of Q4 2022.
Prudential Financial was a new Align Wealth Management position in Q4 2022.
Prudential Financial made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #184 holding.
1,221 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.