B. Riley Wealth Management’s Prudential Financial PRU Stock Holding History

B. Riley 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	$678	Buy	7,089 +1,651	+30%	+$175K	﹤0.01%	356
2022 Q1	$643K	Buy	5,438 +502	+10%	+$57.1K	0.05%	286
2021 Q4	$534K	Sell	4,936 -248	-5%	-$26.9K	0.04%	334
2021 Q3	$545K	Buy	+5,184	New	+$534K	0.04%	315
2020 Q2	–	Sell	-4,632	Closed	-$242K	–	528
2020 Q1	$242K	Buy	+4,632	New	+$368K	0.03%	400
2015 Q3	–	Sell	-1,853	Closed	-$162K	–	606
2015 Q2	$162K	Sell	1,853 -1,000	-35%	-$84.9K	0.13%	211
2015 Q1	$229K	Buy	2,853 +1,100	+63%	+$89.1K	0.17%	178
2014 Q4	$158K	Sell	1,753 -523	-23%	-$44.9K	0.13%	198
2014 Q3	$200K	Hold	2,276	–	–	0.15%	192
2014 Q2	$202K	Hold	2,276	–	–	0.13%	210
2014 Q1	$193K	Buy	+2,276	New	+$196K	0.14%	199

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

B. Riley Wealth Management's PRU Position: Q2 2022 in Review

B. Riley Wealth Management increased its Prudential Financial (PRU) stake by 30% in Q2 2022, buying an estimated $175K and bringing the position to 7,089 shares worth $678. The position accounts for ﹤0.01% of the portfolio, ranked #356.

B. Riley Wealth Management first reported a position in PRU in Q1 2014 and has held it in 11 quarters since. The position peaked at $643K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

B. Riley Wealth Management held 7,089 shares of Prudential Financial worth $678 as of Q2 2022.
B. Riley Wealth Management bought 1,651 Prudential Financial shares in Q2 2022, an estimated $175K.
Prudential Financial made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #356 holding.
B. Riley Wealth Management first reported a position in Prudential Financial in Q1 2014 and has held it in 11 quarters since.
B. Riley Wealth Management's Prudential Financial position peaked at $643K in Q1 2022.
1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.