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Dixon Hughes Goodman Wealth Advisors’s Prudential Financial PRU Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$169K Buy
1,428
+320
+29% +$36.4K 0.05% 190
2021
Q4 		$120K Buy
+1,108
New +$120K 0.04% 195

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Dixon Hughes Goodman Wealth Advisors's PRU Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Prudential Financial (PRU) stake by 29% in Q1 2022, buying an estimated $36.4K and bringing the position to 1,428 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #190.

Dixon Hughes Goodman Wealth Advisors first reported a position in PRU in Q4 2021 and has held it in 2 quarters since. 1,217 funds tracked by Wall St. Rank hold PRU as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,428 shares of Prudential Financial worth $169K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 320 Prudential Financial shares in Q1 2022, an estimated $36.4K.
  • Prudential Financial made up 0.05% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #190 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Prudential Financial in Q4 2021 and has held it in 2 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.