Filbrandt Wealth Management’s Prudential Financial PRU Stock Holding History

Filbrandt 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
2021 Q3	$51K	Buy	485 +24	+5%	+$2.47K	0.03%	88
2021 Q2	$47K	Hold	461	–	–	0.03%	91
2021 Q1	$42K	Hold	461	–	–	0.03%	93
2020 Q4	$36K	Hold	461	–	–	0.02%	103
2020 Q3	$29K	Hold	461	–	–	0.02%	102
2020 Q2	$28K	Hold	461	–	–	0.02%	171
2020 Q1	$24K	Hold	461	–	–	0.03%	100
2019 Q4	$43K	Buy	+461	New	+$42.3K	0.04%	92

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Filbrandt Wealth Management's PRU Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Prudential Financial (PRU) stake by 5.2% in Q3 2021, buying an estimated $2.47K and bringing the position to 485 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #88.

Filbrandt Wealth Management first reported a position in PRU in Q4 2019 and has held it in 8 quarters since. 1,093 funds tracked by Wall St. Rank hold PRU as of Q3 2021.

Filbrandt Wealth Management held 485 shares of Prudential Financial worth $51K as of Q3 2021.
Filbrandt Wealth Management bought 24 Prudential Financial shares in Q3 2021, an estimated $2.47K.
Prudential Financial made up 0.03% of Filbrandt Wealth Management's portfolio in Q3 2021, its #88 holding.
Filbrandt Wealth Management first reported a position in Prudential Financial in Q4 2019 and has held it in 8 quarters since.
1,093 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.