Castle Financial & Retirement Planning Associates’s Prudential Financial PRU Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$5K	Buy	+40	New	+$4.34K	0.02%	135

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Castle Financial & Retirement Planning Associates's PRU Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Prudential Financial (PRU) in Q4 2021: 40 shares worth $5K. The stake represents 0.02% of the portfolio and ranks #135 among its holdings.

1,199 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

Castle Financial & Retirement Planning Associates held 40 shares of Prudential Financial worth $5K as of Q4 2021.
Prudential Financial was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Prudential Financial made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #135 holding.
1,199 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.