KerberRose Wealth Management’s Prudential Financial PRU Stock Holding History

KerberRose 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
2022 Q2	$253K	Buy	+2,642	New	+$280K	0.21%	94

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KerberRose Wealth Management's PRU Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Prudential Financial (PRU) in Q2 2022: 2,642 shares worth $253K. The stake represents 0.21% of the portfolio and ranks #94 among its holdings.

1,150 funds tracked by Wall St. Rank hold PRU as of Q2 2022.

KerberRose Wealth Management held 2,642 shares of Prudential Financial worth $253K as of Q2 2022.
Prudential Financial was a new KerberRose Wealth Management position in Q2 2022.
Prudential Financial made up 0.21% of KerberRose Wealth Management's portfolio in Q2 2022, its #94 holding.
1,150 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.