HNWA
PRU icon

Henrickson Nauta Wealth Advisors’s Prudential Financial PRU Stock Holding History

Henrickson Nauta 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 		– Sell
-486
Closed -$53K – 200
2021
Q4 		$53K Buy
+486
New +$52.8K 0.04% 86

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

Henrickson Nauta Wealth Advisors's PRU Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Prudential Financial (PRU) in Q1 2022, closing a stake of 486 shares — an estimated $53K sold.

Henrickson Nauta Wealth Advisors first reported a position in PRU in Q4 2021 and held it in 1 quarter. The position peaked at $53K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold PRU as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Prudential Financial position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 486 Prudential Financial shares in Q1 2022, an estimated $53K.
  • Henrickson Nauta Wealth Advisors first reported a position in Prudential Financial in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Prudential Financial position peaked at $53K in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.