Altium Wealth Management’s Prudential Financial PRU Stock Holding History

Altium 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 Q2	$228K	Buy	2,379 +15	+0.6%	+$1.59K	0.02%	334
2022 Q1	$279K	Hold	2,364	–	–	0.02%	324
2021 Q4	$256K	Buy	2,364 +221	+10%	+$24K	0.02%	333
2021 Q3	$225K	Hold	2,143	–	–	0.02%	345
2021 Q2	$220K	Sell	2,143 -58	-3%	-$5.92K	0.02%	351
2021 Q1	$201K	Buy	+2,201	New	+$188K	0.02%	362
2020 Q1	–	Sell	-4,035	Closed	-$378K	–	348
2019 Q4	$378K	Buy	4,035 +496	+14%	+$45.5K	0.05%	195
2019 Q3	$318K	Buy	3,539 +101	+3%	+$9.15K	0.04%	208
2019 Q2	$347K	Buy	3,438 +71	+2%	+$7.08K	0.05%	200
2019 Q1	$309K	Buy	3,367 +34	+1%	+$3.13K	0.05%	209
2018 Q4	$272K	Buy	3,333 +619	+23%	+$57K	0.05%	220
2018 Q3	$275K	Buy	2,714 +136	+5%	+$13.4K	0.05%	226
2018 Q2	$241K	Buy	+2,578	New	+$260K	0.06%	214

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Altium Wealth Management's PRU Position: Q2 2022 in Review

Altium Wealth Management increased its Prudential Financial (PRU) stake by 0.63% in Q2 2022, buying an estimated $1.59K and bringing the position to 2,379 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #334.

Altium Wealth Management first reported a position in PRU in Q2 2018 and has held it in 13 quarters since. The position peaked at $378K in Q4 2019. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

Altium Wealth Management held 2,379 shares of Prudential Financial worth $228K as of Q2 2022.
Altium Wealth Management bought 15 Prudential Financial shares in Q2 2022, an estimated $1.59K.
Prudential Financial made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #334 holding.
Altium Wealth Management first reported a position in Prudential Financial in Q2 2018 and has held it in 13 quarters since.
Altium Wealth Management's Prudential Financial position peaked at $378K in Q4 2019.
1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.