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Brown Miller Wealth Management’s Prudential Financial PRU Stock Holding History

Brown Miller 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 		– Sell
-1,939
Closed -$229K – 124
2022
Q1 		$229K Buy
+1,939
New +$220K 0.13% 106

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brown Miller Wealth Management's PRU Position: Q2 2022 in Review

Brown Miller Wealth Management sold out of Prudential Financial (PRU) in Q2 2022, closing a stake of 1,939 shares — an estimated $229K sold.

Brown Miller Wealth Management first reported a position in PRU in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 1,148 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

  • Brown Miller Wealth Management reported no remaining Prudential Financial position as of Q2 2022 after selling out during the quarter.
  • Brown Miller Wealth Management sold 1,939 Prudential Financial shares in Q2 2022, an estimated $229K.
  • Brown Miller Wealth Management first reported a position in Prudential Financial in Q1 2022 and held it in 1 quarter.
  • Brown Miller Wealth Management's Prudential Financial position peaked at $229K in Q1 2022.
  • 1,148 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on Brown Miller Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.