JFA
PRU icon

Johanson Financial Advisors’s Prudential Financial PRU Stock Holding History

Johanson 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
2021
Q4 		$289K Buy
2,673
+28
+1% +$3.04K 0.09% 107
2021
Q3 		$278K Buy
2,645
+29
+1% +$2.99K 0.1% 100
2021
Q2 		$262K Buy
2,616
+531
+25% +$54.2K 0.09% 103
2021
Q1 		$203K Buy
+2,085
New +$178K 0.07% 113

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Johanson Financial Advisors's PRU Position: Q4 2021 in Review

Johanson Financial Advisors increased its Prudential Financial (PRU) stake by 1.1% in Q4 2021, buying an estimated $3.04K and bringing the position to 2,673 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #107.

Johanson Financial Advisors first reported a position in PRU in Q1 2021 and has held it in 4 quarters since. 1,199 funds tracked by Wall St. Rank hold PRU as of Q4 2021.

  • Johanson Financial Advisors held 2,673 shares of Prudential Financial worth $289K as of Q4 2021.
  • Johanson Financial Advisors bought 28 Prudential Financial shares in Q4 2021, an estimated $3.04K.
  • Prudential Financial made up 0.09% of Johanson Financial Advisors's portfolio in Q4 2021, its #107 holding.
  • Johanson Financial Advisors first reported a position in Prudential Financial in Q1 2021 and has held it in 4 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.