JWM
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Janiczek Wealth Management’s Prudential Financial PRU Stock Holding History

Janiczek 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
2024
Q2 		$109K Buy
932
+700
+302% +$80.8K 0.02% 262
2024
Q1 		$27.2K Sell
232
-142
-38% -$15.3K 0.01% 515
2023
Q4 		$38.8K Buy
374
+124
+50% +$11.9K 0.01% 431
2023
Q3 		$23.7K Hold
250
– – 0.01% 499
2023
Q2 		$22.1K Hold
250
– – 0.01% 449
2023
Q1 		$21.4K Sell
250
-30
-11% -$2.86K 0.01% 443
2022
Q4 		$27.9K Buy
280
+87
+45% +$8.81K 0.01% 402
2022
Q3 		$18K Sell
193
-173
-47% -$16.7K 0.01% 469
2022
Q2 		$37K Buy
366
+173
+90% +$18.3K 0.01% 354
2022
Q1 		$23K Sell
193
-55
-22% -$6.25K 0.01% 428
2021
Q4 		$27K Buy
248
+55
+28% +$5.97K 0.01% 435
2021
Q3 		$20K Sell
193
-72
-27% -$7.42K 0.01% 462
2021
Q2 		$27K Hold
265
– – 0.01% 372
2021
Q1 		$24K Buy
265
+76
+40% +$6.51K 0.01% 368
2020
Q4 		$15K Buy
189
+50
+36% +$3.61K 0.01% 395
2020
Q3 		$9K Buy
139
+44
+46% +$2.89K ﹤0.01% 255
2020
Q2 		$6K Hold
95
– – ﹤0.01% 171
2020
Q1 		$5K Hold
95
– – ﹤0.01% 122
2019
Q4 		$9K Buy
+95
New +$8.72K ﹤0.01% 117
2019
Q3 		– Sell
-180
Closed -$18K – 190
2019
Q2 		$18K Buy
+180
New +$17.9K 0.01% 111

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janiczek Wealth Management's PRU Position: Q2 2024 in Review

Janiczek Wealth Management increased its Prudential Financial (PRU) stake by 302% in Q2 2024, buying an estimated $80.8K and bringing the position to 932 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #262.

Janiczek Wealth Management first reported a position in PRU in Q2 2019 and has held it in 20 quarters since. 1,299 funds tracked by Wall St. Rank hold PRU as of Q2 2024.

  • Janiczek Wealth Management held 932 shares of Prudential Financial worth $109K as of Q2 2024.
  • Janiczek Wealth Management bought 700 Prudential Financial shares in Q2 2024, an estimated $80.8K.
  • Prudential Financial made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #262 holding.
  • Janiczek Wealth Management first reported a position in Prudential Financial in Q2 2019 and has held it in 20 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.