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HC Financial Advisors’s Prudential Financial PRU Stock Holding History

HC Financial 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
Q2 		$2K Buy
+19
New +$2.01K ﹤0.01% 315
2020
Q4 		– Sell
-168
Closed -$11K – 388
2020
Q3 		$11K Buy
+168
New +$11K 0.01% 249

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

HC Financial Advisors's PRU Position: Q2 2022 in Review

HC Financial Advisors opened a new position in Prudential Financial (PRU) in Q2 2022: 19 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: HC Financial Advisors previously reported a position in PRU as recently as Q3 2020.

HC Financial Advisors first reported a position in PRU in Q3 2020 and has held it in 2 quarters since. The position peaked at $11K in Q3 2020. 1,149 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

  • HC Financial Advisors held 19 shares of Prudential Financial worth $2K as of Q2 2022.
  • Prudential Financial was a new HC Financial Advisors position in Q2 2022.
  • Prudential Financial made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #315 holding.
  • HC Financial Advisors first reported a position in Prudential Financial in Q3 2020 and has held it in 2 quarters since.
  • HC Financial Advisors's Prudential Financial position peaked at $11K in Q3 2020.
  • 1,149 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.