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Heritage Wealth Management (Arizona)’s Prudential Financial PRU Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$31.6K Buy
318
+278
+695% +$28.2K ﹤0.01% 574
2022
Q3 		$3K Hold
40
– – ﹤0.01% 840
2022
Q2 		$3.83K Hold
40
– – ﹤0.01% 805
2022
Q1 		$5K Buy
+40
New +$4.55K ﹤0.01% 802
2021
Q3 		$67K Hold
640
– – 0.02% 410
2021
Q2 		$66K Hold
640
– – 0.03% 414
2021
Q1 		$58K Buy
+640
New +$54.8K 0.03% 355

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PRU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Prudential Financial (PRU) stake by 695% in Q4 2022, buying an estimated $28.2K and bringing the position to 318 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Heritage Wealth Management (Arizona) first reported a position in PRU in Q1 2021 and has held it in 7 quarters since. The position peaked at $67K in Q3 2021. 1,222 funds tracked by Wall St. Rank hold PRU as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 318 shares of Prudential Financial worth $31.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 278 Prudential Financial shares in Q4 2022, an estimated $28.2K.
  • Prudential Financial made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #574 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Prudential Financial in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Prudential Financial position peaked at $67K in Q3 2021.
  • 1,222 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.